+729.1%
FIX vs CORZ
+237.5%
+491.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.7% | -2.3% | +1.0% |
| 7D | +6.1% | +16.6% | -10.5% | +1.4% |
| 30D | -2.7% | -10.9% | +8.2% | +0.4% |
| 3M | -10.9% | -31.0% | +20.1% | -2.2% |
| 6M | +29.0% | +26.0% | +3.0% | +19.6% |
| YTD | +76.9% | +28.6% | +48.2% | +62.5% |
| 1Y | +130.7% | +34.5% | +96.3% | +109.8% |
| All | +729.1% | +237.5% | +491.7% | +575.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling