+25.0%
HL vs CORZ
-41.7%
+66.7%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | -10.4% | +23.6% | +15.9% |
| 7D | +0.2% | -14.9% | +15.1% | +4.1% |
| 30D | -12.1% | -23.1% | +11.0% | -6.2% |
| 3M | -2.8% | -44.1% | +41.2% | +12.5% |
| 6M | -14.9% | -39.5% | +24.6% | -5.0% |
| YTD | -22.0% | -12.4% | -9.7% | -19.2% |
| 1Y | +25.0% | -41.3% | +66.3% | +37.8% |
| All | +25.0% | -41.7% | +66.7% | +37.8% |
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 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