+20.7%
GLD vs CORZ
+23.8%
-3.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.4% | +4.3% | +1.2% |
| 7D | +0.1% | +7.6% | -7.5% | -0.5% |
| 30D | +0.2% | -6.9% | +7.1% | +0.7% |
| 3M | +3.2% | -33.0% | +36.2% | +6.2% |
| 6M | -14.6% | +19.3% | -34.0% | -16.8% |
| YTD | +1.8% | +24.2% | -22.5% | -0.4% |
| 1Y | +20.7% | +24.5% | -3.8% | +17.2% |
| All | +20.7% | +23.8% | -3.1% | +17.2% |
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