+206.9%
HIMS vs CORZ
+213.0%
-6.0%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.0% | +2.3% | -0.2% |
| 7D | -1.4% | -3.0% | +1.6% | -0.4% |
| 30D | -10.1% | -12.1% | +2.0% | -6.1% |
| 3M | -1.2% | -32.4% | +31.2% | +11.7% |
| 6M | +16.9% | +12.4% | +4.6% | +10.6% |
| YTD | -15.5% | +19.3% | -34.8% | -23.2% |
| 1Y | -42.6% | +8.6% | -51.2% | -46.3% |
| All | +206.9% | +213.0% | -6.0% | +70.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling