+129.2%
HPE vs CORZ
+32.3%
+96.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.1% | -4.4% | -4.5% |
| 7D | -0.6% | +8.4% | -9.0% | -2.8% |
| 30D | -2.3% | -17.8% | +15.5% | +2.7% |
| 3M | -2.9% | -35.9% | +33.0% | +8.0% |
| 6M | +143.6% | +12.9% | +130.6% | +137.3% |
| YTD | +118.5% | +22.9% | +95.6% | +107.1% |
| 1Y | +129.2% | +31.4% | +97.9% | +109.9% |
| All | +129.2% | +32.3% | +96.9% | +109.9% |
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 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