+8.2%
HON vs CORZ
+213.0%
-204.7%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.0% | +2.6% | -1.1% |
| 7D | -2.6% | -3.0% | +0.3% | -2.5% |
| 30D | -11.9% | -12.1% | +0.2% | -11.3% |
| 3M | -6.1% | -32.4% | +26.3% | -4.3% |
| 6M | -19.2% | +12.4% | -31.6% | -20.0% |
| YTD | +0.2% | +19.3% | -19.1% | -1.4% |
| 1Y | -1.5% | +8.6% | -10.1% | -3.0% |
| All | +8.2% | +213.0% | -204.7% | -3.9% |
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