-12.1%
MCHP vs CORZ
+223.2%
-235.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.3% | +0.4% | +3.2% |
| 7D | 0.0% | +0.3% | -0.2% | 0.0% |
| 30D | -6.0% | -14.0% | +8.0% | -4.1% |
| 3M | -19.7% | -34.1% | +14.4% | -15.4% |
| 6M | +14.0% | +8.5% | +5.6% | +12.6% |
| YTD | +18.4% | +23.2% | -4.8% | +14.4% |
| 1Y | +17.1% | +15.4% | +1.7% | +13.6% |
| All | -12.1% | +223.2% | -235.3% | -24.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling