+1.9%
META vs CORZ
-38.8%
+40.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +8.2% | -3.0% | +4.4% |
| 7D | +5.7% | +1.7% | +4.0% | +5.3% |
| 30D | -10.8% | -17.5% | +6.7% | -9.8% |
| 3M | +8.4% | -39.5% | +47.9% | +11.4% |
| 6M | +5.4% | -44.5% | +49.9% | +8.9% |
| YTD | -2.6% | -12.6% | +10.1% | -5.3% |
| All | +1.9% | -38.8% | +40.6% | +1.9% |
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