+10.9%
MMM vs CORZ
-18.5%
+29.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -1.4% |
| 7D | -0.8% | +26.4% | -27.2% | -1.6% |
| 30D | +14.4% | -6.8% | +21.2% | +14.5% |
| 3M | +1.8% | -31.1% | +32.9% | +3.6% |
| 6M | +31.3% | -36.9% | +68.2% | +33.1% |
| YTD | +18.0% | -1.2% | +19.2% | +13.7% |
| 1Y | +10.9% | -12.5% | +23.4% | +7.3% |
| All | +10.9% | -18.5% | +29.4% | +7.3% |
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