-58.5%
FIG vs CORZ
+12.0%
-70.5%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +3.3% | +1.5% | +5.0% |
| 7D | -3.8% | +0.3% | -4.1% | -3.8% |
| 30D | -2.3% | -14.0% | +11.7% | -3.1% |
| 3M | +20.0% | -34.1% | +54.1% | +21.0% |
| 6M | -16.7% | +8.5% | -25.1% | -22.9% |
| YTD | -37.9% | +23.2% | -61.1% | -44.8% |
| 1Y | -58.5% | +15.4% | -73.9% | -62.0% |
| All | -58.5% | +12.0% | -70.5% | -62.0% |
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