+23.0%
MMM vs CORZ
-41.7%
+64.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -10.4% | +19.9% | +9.8% |
| 7D | +12.2% | -14.9% | +27.2% | +12.8% |
| 30D | +18.8% | -23.1% | +42.0% | +19.9% |
| 3M | +7.4% | -44.1% | +51.4% | +10.0% |
| 6M | +38.3% | -39.5% | +77.8% | +39.8% |
| YTD | +22.9% | -12.4% | +35.2% | +20.4% |
| 1Y | +23.0% | -41.3% | +64.3% | +20.5% |
| All | +23.0% | -41.7% | +64.7% | +20.5% |
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