+56.9%
EFA vs CORZ
+237.5%
-180.5%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.7% | -5.2% | -0.8% |
| 7D | +1.2% | +16.6% | -15.4% | +0.3% |
| 30D | -0.7% | -10.9% | +10.1% | -0.2% |
| 3M | +6.4% | -31.0% | +37.4% | +8.1% |
| 6M | +11.4% | +26.0% | -14.7% | +9.4% |
| YTD | +14.0% | +28.6% | -14.6% | +11.8% |
| 1Y | +20.2% | +34.5% | -14.2% | +17.2% |
| All | +56.9% | +237.5% | -180.5% | +44.2% |
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