+5.6%
CVS vs CORZ
-41.7%
+47.2%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -10.4% | -2.1% | -12.3% |
| 7D | -11.1% | -14.9% | +3.8% | -11.0% |
| 30D | -7.4% | -23.1% | +15.7% | -7.3% |
| 3M | -22.9% | -44.1% | +21.2% | -22.5% |
| 6M | -1.2% | -39.5% | +38.3% | -0.8% |
| YTD | +3.9% | -12.4% | +16.2% | +2.6% |
| 1Y | +5.6% | -41.3% | +46.9% | +2.8% |
| All | +5.6% | -41.7% | +47.2% | +2.8% |
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