+460.0%
FIX vs CORZ
+161.6%
+298.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.4% | -1.7% |
| 7D | +9.4% | +23.5% | -14.0% | +2.4% |
| 30D | -27.8% | +7.5% | -35.3% | -29.1% |
| 3M | -35.6% | -26.6% | -9.0% | -29.6% |
| 6M | -45.2% | -39.5% | -5.7% | -37.6% |
| YTD | +19.5% | -0.3% | +19.7% | +18.2% |
| 1Y | +24.2% | -4.2% | +28.5% | +24.0% |
| All | +460.0% | +161.6% | +298.4% | +391.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling