+25.6%
HAL vs CORZ
-41.7%
+67.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -10.4% | +7.3% | -2.7% |
| 7D | -7.7% | -14.9% | +7.2% | -7.1% |
| 30D | +0.7% | -23.1% | +23.8% | +1.7% |
| 3M | +2.5% | -44.1% | +46.5% | +5.2% |
| 6M | -20.7% | -39.5% | +18.8% | -19.5% |
| YTD | +18.4% | -12.4% | +30.7% | +14.2% |
| 1Y | +25.6% | -41.3% | +66.9% | +23.7% |
| All | +25.6% | -41.7% | +67.2% | +23.7% |
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