+155.0%
HPE vs CORZ
+12.0%
+143.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +3.3% | +9.2% | +11.5% |
| 7D | +19.4% | +0.3% | +19.1% | +19.4% |
| 30D | +5.6% | -14.0% | +19.7% | +9.9% |
| 3M | +33.1% | -34.1% | +67.2% | +47.0% |
| 6M | +192.5% | +8.5% | +184.0% | +187.1% |
| YTD | +160.9% | +23.2% | +137.7% | +147.2% |
| 1Y | +155.0% | +15.4% | +139.6% | +138.5% |
| All | +155.0% | +12.0% | +143.0% | +138.5% |
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