+133.9%
HL vs CORZ
+32.3%
+101.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.5% |
| 7D | +1.5% | +8.4% | -6.9% | -0.9% |
| 30D | +25.1% | -17.8% | +42.9% | +31.9% |
| 3M | +22.9% | -35.9% | +58.8% | +38.2% |
| 6M | -4.9% | +12.9% | -17.8% | -11.5% |
| YTD | +7.8% | +22.9% | -15.0% | +0.6% |
| 1Y | +133.9% | +31.4% | +102.5% | +80.6% |
| All | +133.9% | +32.3% | +101.6% | +80.6% |
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