+7.5%
HAL vs CORZ
+225.9%
-218.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.4% | +4.3% | +1.1% |
| 7D | -1.3% | +7.6% | -8.9% | -1.8% |
| 30D | +10.9% | -6.9% | +17.8% | +11.3% |
| 3M | -5.8% | -33.0% | +27.2% | -3.8% |
| 6M | +8.1% | +19.3% | -11.2% | +5.5% |
| YTD | +33.2% | +24.2% | +9.0% | +29.3% |
| 1Y | +74.2% | +24.5% | +49.7% | +68.0% |
| All | +7.5% | +225.9% | -218.5% | -1.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling