+136.1%
DAL vs CORZ
+111.9%
+24.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.3% | -1.2% | +1.7% |
| 7D | +8.8% | -11.2% | +20.0% | +9.9% |
| 30D | +5.4% | -26.2% | +31.6% | +8.8% |
| 3M | -4.9% | -44.1% | +39.2% | +1.2% |
| 6M | +19.8% | -52.3% | +72.1% | +28.8% |
| YTD | +27.0% | -19.2% | +46.2% | +27.3% |
| 1Y | +52.5% | -42.9% | +95.3% | +58.3% |
| All | +136.1% | +111.9% | +24.2% | +118.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling