+100.5%
FLEX vs CORZ
+23.8%
+76.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.4% | +2.0% | +0.3% |
| 7D | +6.4% | +7.6% | -1.3% | +2.3% |
| 30D | -5.9% | -6.9% | +1.1% | -2.6% |
| 3M | -23.5% | -33.0% | +9.6% | -7.5% |
| 6M | +83.7% | +19.3% | +64.4% | +70.7% |
| YTD | +86.5% | +24.2% | +62.3% | +69.5% |
| 1Y | +100.5% | +24.5% | +76.0% | +80.6% |
| All | +100.5% | +23.8% | +76.7% | +80.6% |
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