+62.1%
DAL vs CORZ
-41.7%
+103.7%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -10.4% | +17.5% | +8.6% |
| 7D | +11.1% | -14.9% | +26.0% | +13.3% |
| 30D | +7.7% | -23.1% | +30.8% | +11.4% |
| 3M | -3.5% | -44.1% | +40.5% | +4.5% |
| 6M | +31.3% | -39.5% | +70.8% | +38.2% |
| YTD | +30.0% | -12.4% | +42.3% | +26.5% |
| 1Y | +62.1% | -41.3% | +103.4% | +69.9% |
| All | +62.1% | -41.7% | +103.7% | +69.9% |
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