+50.7%
LLY vs CORZ
+23.8%
+26.9%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.4% | +3.4% | -0.1% |
| 7D | -3.1% | +7.6% | -10.7% | -2.8% |
| 30D | -8.6% | -6.9% | -1.7% | -8.9% |
| 3M | -1.6% | -33.0% | +31.4% | -1.8% |
| 6M | +11.8% | +19.3% | -7.5% | +12.2% |
| YTD | +5.1% | +24.2% | -19.1% | +4.8% |
| 1Y | +50.7% | +24.5% | +26.2% | +45.4% |
| All | +50.7% | +23.8% | +26.9% | +45.4% |
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