+86.9%
EEM vs CORZ
+237.5%
-150.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.7% | -4.5% | -0.2% |
| 7D | +3.1% | +16.6% | -13.5% | +1.7% |
| 30D | +4.9% | -10.9% | +15.7% | +5.8% |
| 3M | +5.2% | -31.0% | +36.2% | +7.9% |
| 6M | +20.7% | +26.0% | -5.3% | +18.5% |
| YTD | +26.5% | +28.6% | -2.2% | +23.9% |
| 1Y | +37.8% | +34.5% | +3.4% | +34.3% |
| All | +86.9% | +237.5% | -150.5% | +71.4% |
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