+52.4%
GEV vs CORZ
-41.7%
+94.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -10.4% | +1.1% | -5.4% |
| 7D | -5.1% | -14.9% | +9.8% | +0.4% |
| 30D | -15.8% | -23.1% | +7.3% | -7.9% |
| 3M | -18.2% | -44.1% | +25.9% | -0.8% |
| 6M | -22.4% | -39.5% | +17.2% | -10.7% |
| YTD | +27.7% | -12.4% | +40.1% | +27.7% |
| 1Y | +52.4% | -41.3% | +93.7% | +63.3% |
| All | +52.4% | -41.7% | +94.0% | +63.3% |
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 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