+217.3%
GE vs CORZ
+213.0%
+4.3%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.0% | +3.6% | 0.0% |
| 7D | -2.8% | -3.0% | +0.2% | -2.5% |
| 30D | -11.9% | -12.1% | +0.2% | -10.9% |
| 3M | +1.8% | -32.4% | +34.2% | +5.2% |
| 6M | -0.6% | +12.4% | -13.0% | -3.3% |
| YTD | +5.5% | +19.3% | -13.8% | +1.7% |
| 1Y | +15.0% | +8.6% | +6.3% | +11.2% |
| All | +217.3% | +213.0% | +4.3% | +173.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling