-8.9%
DHR vs CORZ
+237.5%
-246.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.7% | -5.9% | -1.3% |
| 7D | -0.8% | +16.6% | -17.4% | -1.1% |
| 30D | +0.2% | -10.9% | +11.1% | +0.4% |
| 3M | +12.1% | -31.0% | +43.1% | +12.8% |
| 6M | +5.4% | +26.0% | -20.6% | +3.8% |
| YTD | -10.0% | +28.6% | -38.6% | -11.5% |
| 1Y | +4.1% | +34.5% | -30.4% | +1.9% |
| All | -8.9% | +237.5% | -246.4% | -15.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling