+436.0%
HL vs CORZ
+225.9%
+210.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.4% | +5.3% | +2.4% |
| 7D | +0.4% | +7.6% | -7.2% | -0.8% |
| 30D | +18.8% | -6.9% | +25.8% | +20.0% |
| 3M | +43.7% | -33.0% | +76.7% | +50.7% |
| 6M | -1.0% | +19.3% | -20.4% | -4.0% |
| YTD | +8.7% | +24.2% | -15.5% | +5.4% |
| 1Y | +105.0% | +24.5% | +80.5% | +97.3% |
| All | +436.0% | +225.9% | +210.0% | +339.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling