+31.6%
DIS vs CORZ
+162.5%
-131.0%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +11.0% | -10.6% | -0.2% |
| 7D | +0.6% | +14.2% | -13.6% | -0.2% |
| 30D | +10.3% | -3.0% | +13.3% | +10.1% |
| 3M | +15.6% | -26.3% | +41.8% | +17.0% |
| 6M | +15.1% | -36.5% | +51.6% | +16.9% |
| YTD | +6.0% | +0.1% | +5.9% | +3.7% |
| 1Y | +5.7% | -15.9% | +21.6% | +4.5% |
| All | +31.6% | +162.5% | -131.0% | +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 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