+8.5%
CRCL vs CORZ
+36.1%
-27.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.0% | +1.1% | -1.7% |
| 7D | -12.5% | -3.0% | -9.5% | -11.8% |
| 30D | +26.9% | -12.1% | +39.0% | +31.3% |
| 3M | +14.4% | -32.4% | +46.8% | +26.2% |
| 6M | -23.5% | +12.4% | -35.9% | -28.1% |
| YTD | +13.9% | +19.3% | -5.4% | +5.6% |
| 1Y | -20.6% | +8.6% | -29.2% | -23.1% |
| All | +8.5% | +36.1% | -27.6% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded CORZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling