-3.9%
MCD vs CORZ
-41.7%
+37.7%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -10.4% | +16.9% | +5.8% |
| 7D | +11.9% | -14.9% | +26.8% | +10.9% |
| 30D | +20.2% | -23.1% | +43.4% | +18.6% |
| 3M | +5.2% | -44.1% | +49.2% | +1.9% |
| 6M | 0.0% | -39.5% | +39.5% | -2.5% |
| YTD | -6.5% | -12.4% | +5.8% | -7.5% |
| 1Y | -3.9% | -41.3% | +37.4% | -5.9% |
| All | -3.9% | -41.7% | +37.7% | -5.9% |
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