-2.2%
HAL vs CORZ
+161.6%
-163.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.0% | +2.1% | +3.1% |
| 7D | +6.1% | +23.5% | -17.4% | +4.6% |
| 30D | +2.9% | +7.5% | -4.6% | +2.2% |
| 3M | +3.3% | -26.6% | +29.9% | +4.9% |
| 6M | -16.9% | -39.5% | +22.6% | -15.1% |
| YTD | +21.2% | -0.3% | +21.5% | +18.8% |
| 1Y | +27.5% | -4.2% | +31.8% | +25.2% |
| All | -2.2% | +161.6% | -163.8% | -9.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling