+22.9%
HPQ vs CORZ
+225.9%
-203.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.4% | +8.3% | +5.1% |
| 7D | +2.2% | +7.6% | -5.4% | +1.8% |
| 30D | +9.7% | -6.9% | +16.7% | +10.0% |
| 3M | +32.7% | -33.0% | +65.8% | +35.4% |
| 6M | +77.7% | +19.3% | +58.4% | +73.9% |
| YTD | +51.0% | +24.2% | +26.7% | +46.8% |
| 1Y | +18.4% | +24.5% | -6.1% | +14.8% |
| All | +22.9% | +225.9% | -203.1% | +11.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling