+143.3%
DELL vs CORZ
-41.7%
+185.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -10.4% | +1.6% | -4.7% |
| 7D | -24.6% | -14.9% | -9.7% | -19.6% |
| 30D | -32.5% | -23.1% | -9.4% | -25.5% |
| 3M | -20.2% | -44.1% | +23.9% | -2.8% |
| 6M | +76.5% | -39.5% | +116.0% | +107.2% |
| YTD | +198.9% | -12.4% | +211.3% | +216.3% |
| 1Y | +143.3% | -41.3% | +184.6% | +187.6% |
| All | +143.3% | -41.7% | +185.0% | +187.6% |
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