+408.5%
HL vs CORZ
+223.2%
+185.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.3% | -4.5% | -1.7% |
| 7D | -4.4% | +0.3% | -4.6% | -4.4% |
| 30D | +9.3% | -14.0% | +23.3% | +11.6% |
| 3M | +32.0% | -34.1% | +66.1% | +38.7% |
| 6M | -6.4% | +8.5% | -14.9% | -8.1% |
| YTD | +3.1% | +23.2% | -20.1% | +0.1% |
| 1Y | +77.6% | +15.4% | +62.2% | +72.3% |
| All | +408.5% | +223.2% | +185.2% | +317.2% |
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