+47.1%
CSX vs CORZ
-41.7%
+88.8%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -10.4% | +13.0% | +2.7% |
| 7D | +0.1% | -14.9% | +15.1% | +0.4% |
| 30D | +9.7% | -23.1% | +32.9% | +10.3% |
| 3M | +2.3% | -44.1% | +46.3% | +3.9% |
| 6M | +17.1% | -39.5% | +56.6% | +18.0% |
| YTD | +44.9% | -12.4% | +57.3% | +41.3% |
| 1Y | +47.1% | -41.3% | +88.4% | +48.2% |
| All | +47.1% | -41.7% | +88.8% | +48.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling