+22.5%
F vs CORZ
+23.8%
-1.3%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.4% | -0.5% | -3.5% |
| 7D | -4.9% | +7.6% | -12.5% | -5.8% |
| 30D | -2.9% | -6.9% | +4.1% | -2.2% |
| 3M | -9.1% | -33.0% | +24.0% | -4.1% |
| 6M | +12.9% | +19.3% | -6.4% | +8.9% |
| YTD | +6.1% | +24.2% | -18.2% | +1.4% |
| 1Y | +22.5% | +24.5% | -2.0% | +17.7% |
| All | +22.5% | +23.8% | -1.3% | +17.7% |
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