-15.2%
MCHP vs CORZ
+213.0%
-228.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.0% | +2.0% | -1.4% |
| 7D | -2.1% | -3.0% | +0.9% | -1.7% |
| 30D | -11.1% | -12.1% | +1.0% | -9.6% |
| 3M | -18.1% | -32.4% | +14.3% | -14.0% |
| 6M | +10.8% | +12.4% | -1.6% | +9.0% |
| YTD | +14.2% | +19.3% | -5.1% | +10.8% |
| 1Y | +13.5% | +8.6% | +4.8% | +10.9% |
| All | -15.2% | +213.0% | -228.2% | -26.9% |
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 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