+25.0%
FLEX vs CORZ
-41.7%
+66.6%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -10.4% | -1.9% | -6.4% |
| 7D | -17.0% | -14.9% | -2.0% | -9.1% |
| 30D | -33.8% | -23.1% | -10.7% | -23.4% |
| 3M | -39.0% | -44.1% | +5.0% | -16.9% |
| 6M | -15.9% | -39.5% | +23.6% | +8.6% |
| YTD | +27.8% | -12.4% | +40.2% | +39.4% |
| 1Y | +25.0% | -41.3% | +66.3% | +55.6% |
| All | +25.0% | -41.7% | +66.6% | +55.6% |
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