+133.5%
DAL vs CORZ
+161.6%
-28.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.5% |
| 7D | -1.1% | +23.5% | -24.6% | -3.7% |
| 30D | +12.8% | +7.5% | +5.4% | +11.1% |
| 3M | -5.3% | -26.6% | +21.3% | -2.5% |
| 6M | +22.4% | -39.5% | +61.9% | +27.7% |
| YTD | +25.6% | -0.3% | +25.9% | +22.6% |
| 1Y | +45.5% | -4.2% | +49.7% | +42.3% |
| All | +133.5% | +161.6% | -28.1% | +110.1% |
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