+39.4%
GM vs CORZ
-41.7%
+81.1%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -10.4% | +15.0% | +5.1% |
| 7D | +12.1% | -14.9% | +27.0% | +12.9% |
| 30D | +15.2% | -23.1% | +38.3% | +16.7% |
| 3M | +4.9% | -44.1% | +48.9% | +8.5% |
| 6M | +22.6% | -39.5% | +62.1% | +25.7% |
| YTD | +14.4% | -12.4% | +26.8% | +14.6% |
| 1Y | +39.4% | -41.3% | +80.7% | +40.6% |
| All | +39.4% | -41.7% | +81.1% | +40.6% |
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