+414.6%
HL vs CORZ
+213.0%
+201.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.0% | 0.0% | -3.4% |
| 7D | -5.6% | -3.0% | -2.6% | -5.2% |
| 30D | +12.7% | -12.1% | +24.8% | +14.8% |
| 3M | +42.5% | -32.4% | +74.9% | +49.3% |
| 6M | -9.0% | +12.4% | -21.4% | -10.9% |
| YTD | +4.4% | +19.3% | -14.9% | +1.8% |
| 1Y | +82.7% | +8.6% | +74.0% | +78.6% |
| All | +414.6% | +213.0% | +201.7% | +324.4% |
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 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