+603.9%
DELL vs CORZ
+223.2%
+380.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +3.3% | +8.7% | +11.2% |
| 7D | +8.2% | +0.3% | +8.0% | +8.2% |
| 30D | +17.1% | -14.0% | +31.1% | +21.2% |
| 3M | +45.2% | -34.1% | +79.3% | +57.7% |
| 6M | +286.8% | +8.5% | +278.3% | +279.1% |
| YTD | +354.8% | +23.2% | +331.6% | +329.6% |
| 1Y | +358.3% | +15.4% | +342.9% | +336.0% |
| All | +603.9% | +223.2% | +380.7% | +401.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling