+34.6%
HPQ vs CORZ
+223.2%
-188.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +3.3% | +5.1% | +8.2% |
| 7D | +9.8% | +0.3% | +9.5% | +9.7% |
| 30D | +22.4% | -14.0% | +36.4% | +23.2% |
| 3M | +45.2% | -34.1% | +79.2% | +48.2% |
| 6M | +96.4% | +8.5% | +88.0% | +93.4% |
| YTD | +65.4% | +23.2% | +42.2% | +60.9% |
| 1Y | +31.6% | +15.4% | +16.2% | +28.3% |
| All | +34.6% | +223.2% | -188.7% | +22.7% |
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 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