+32.3%
EEM vs CORZ
+12.0%
+20.3%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.3% | -2.0% | +0.6% |
| 7D | -1.3% | +0.3% | -1.5% | -1.3% |
| 30D | +2.1% | -14.0% | +16.1% | +4.9% |
| 3M | +1.0% | -34.1% | +35.1% | +8.2% |
| 6M | +15.9% | +8.5% | +7.5% | +13.9% |
| YTD | +24.6% | +23.2% | +1.4% | +20.5% |
| 1Y | +32.3% | +15.4% | +16.9% | +27.8% |
| All | +32.3% | +12.0% | +20.3% | +27.8% |
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