+65.7%
META vs CORZ
+136.6%
-70.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.2% | -3.2% | -0.4% |
| 7D | +3.3% | -7.8% | +11.1% | +4.1% |
| 30D | -10.8% | -14.8% | +4.0% | -9.4% |
| 3M | +7.9% | -32.5% | +40.4% | +12.2% |
| 6M | +5.4% | -42.7% | +48.1% | +10.5% |
| YTD | -2.6% | -9.8% | +7.2% | -4.9% |
| 1Y | +1.9% | -31.9% | +33.8% | +2.9% |
| All | +65.7% | +136.6% | -70.8% | +24.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling