+58.4%
DAL vs CORZ
-38.8%
+97.2%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +8.2% | -2.9% | +4.1% |
| 7D | +10.0% | +1.7% | +8.3% | +9.1% |
| 30D | +12.0% | -17.5% | +29.5% | +14.5% |
| 3M | +0.8% | -39.5% | +40.2% | +7.7% |
| 6M | +26.2% | -44.5% | +70.7% | +34.8% |
| YTD | +33.7% | -12.6% | +46.3% | +30.2% |
| All | +58.4% | -38.8% | +97.2% | +60.1% |
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