+129.7%
MMM vs CORZ
+237.5%
-107.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.7% | -5.3% | -0.9% |
| 7D | -1.6% | +16.6% | -18.2% | -2.5% |
| 30D | -8.0% | -10.9% | +2.8% | -7.5% |
| 3M | +9.4% | -31.0% | +40.4% | +11.3% |
| 6M | +10.2% | +26.0% | -15.8% | +7.7% |
| YTD | +6.1% | +28.6% | -22.5% | +3.3% |
| 1Y | +10.8% | +34.5% | -23.7% | +6.9% |
| All | +129.7% | +237.5% | -107.8% | +120.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling