+19.8%
FAST vs CORZ
-50.0%
+69.8%
-8.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.3% | -3.2% | +0.3% |
| 7D | +2.1% | -11.2% | +13.3% | +1.6% |
| 30D | +6.9% | -26.2% | +33.1% | +5.9% |
| 3M | +4.8% | -44.1% | +49.0% | +2.8% |
| 6M | +19.8% | -52.3% | +72.0% | +17.6% |
| All | +19.8% | -50.0% | +69.8% | +17.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling