+31.6%
HPQ vs CORZ
+12.0%
+19.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +3.3% | +5.1% | +8.3% |
| 7D | +9.8% | +0.3% | +9.5% | +9.7% |
| 30D | +22.4% | -14.0% | +36.4% | +22.7% |
| 3M | +45.2% | -34.1% | +79.2% | +48.9% |
| 6M | +96.4% | +8.5% | +88.0% | +93.4% |
| YTD | +65.4% | +23.2% | +42.2% | +60.5% |
| 1Y | +31.6% | +15.4% | +16.2% | +28.7% |
| All | +31.6% | +12.0% | +19.6% | +28.7% |
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