+29.2%
DAL vs CORZ
+37.7%
-8.5%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.7% | -6.2% | -2.3% |
| 7D | +3.4% | +16.6% | -13.2% | +0.7% |
| 30D | -13.6% | -10.9% | -2.7% | -12.1% |
| 3M | +1.2% | -31.0% | +32.2% | +6.5% |
| 6M | +34.5% | +26.0% | +8.5% | +25.5% |
| YTD | +14.7% | +28.6% | -14.0% | +5.5% |
| 1Y | +29.2% | +34.5% | -5.2% | +21.4% |
| All | +29.2% | +37.7% | -8.5% | +21.4% |
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