+57.3%
LLY vs CORZ
-41.7%
+99.0%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -10.4% | +11.0% | -0.1% |
| 7D | +10.1% | -14.9% | +25.0% | +9.1% |
| 30D | +24.0% | -23.1% | +47.2% | +22.4% |
| 3M | +27.3% | -44.1% | +71.3% | +23.6% |
| 6M | +47.0% | -39.5% | +86.5% | +44.0% |
| YTD | +32.6% | -12.4% | +44.9% | +31.1% |
| 1Y | +57.3% | -41.3% | +98.7% | +45.9% |
| All | +57.3% | -41.7% | +99.0% | +45.9% |
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