+2.7%
FIG vs CORZ
-39.7%
+42.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.0% | +1.8% | +2.9% |
| 7D | +3.4% | +23.5% | -20.1% | +6.8% |
| 30D | -9.5% | +7.5% | -16.9% | -8.3% |
| 3M | -26.2% | -26.6% | +0.4% | -32.6% |
| 6M | +2.7% | -39.5% | +42.2% | -9.2% |
| All | +2.7% | -39.7% | +42.4% | -9.2% |
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 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