-55.8%
FIG vs CORZ
+32.3%
-88.1%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.1% | -4.3% | -4.4% |
| 7D | -16.3% | +8.4% | -24.7% | -15.8% |
| 30D | -14.3% | -17.8% | +3.5% | -15.3% |
| 3M | +7.2% | -35.9% | +43.1% | +7.7% |
| 6M | -18.6% | +12.9% | -31.6% | -24.3% |
| YTD | -35.5% | +22.9% | -58.3% | -41.1% |
| 1Y | -55.8% | +31.4% | -87.1% | -54.0% |
| All | -55.8% | +32.3% | -88.1% | -54.0% |
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