-16.8%
MCD vs CORZ
+23.8%
-40.6%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.4% | +2.5% | -1.2% |
| 7D | -2.9% | +7.6% | -10.5% | -2.3% |
| 30D | -6.7% | -6.9% | +0.2% | -7.1% |
| 3M | -9.6% | -33.0% | +23.5% | -11.2% |
| 6M | -22.3% | +19.3% | -41.6% | -21.3% |
| YTD | -15.4% | +24.2% | -39.7% | -13.8% |
| 1Y | -16.8% | +24.5% | -41.3% | -12.8% |
| All | -16.8% | +23.8% | -40.6% | -12.8% |
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