+52.0%
MA vs CORZ
+129.2%
-77.2%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +8.2% | -7.7% | +0.5% |
| 7D | -0.3% | +1.7% | -2.1% | -0.4% |
| 30D | +11.3% | -17.5% | +28.8% | +11.4% |
| 3M | +16.7% | -39.5% | +56.1% | +17.0% |
| 6M | +32.8% | -44.5% | +77.3% | +32.9% |
| YTD | +15.6% | -12.6% | +28.3% | +14.1% |
| 1Y | +19.6% | -37.0% | +56.6% | +19.1% |
| All | +52.0% | +129.2% | -77.2% | +46.5% |
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