+31.0%
DIS vs CORZ
+129.2%
-98.2%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +8.2% | -6.1% | +1.6% |
| 7D | +5.3% | +1.7% | +3.6% | +5.0% |
| 30D | +10.2% | -17.5% | +27.7% | +11.0% |
| 3M | +13.5% | -39.5% | +53.0% | +16.1% |
| 6M | +11.1% | -44.5% | +55.6% | +13.6% |
| YTD | +5.5% | -12.6% | +18.1% | +4.0% |
| 1Y | +9.1% | -37.0% | +46.1% | +9.8% |
| All | +31.0% | +129.2% | -98.2% | +15.3% |
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