+159.7%
MMM vs CORZ
+136.6%
+23.1%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.2% | -2.8% | +0.2% |
| 7D | +7.0% | -7.8% | +14.8% | +7.3% |
| 30D | +18.4% | -14.8% | +33.2% | +19.0% |
| 3M | +4.5% | -32.5% | +36.9% | +6.3% |
| 6M | +33.4% | -42.7% | +76.1% | +36.3% |
| YTD | +20.0% | -9.8% | +29.8% | +18.7% |
| 1Y | +15.0% | -31.9% | +47.0% | +15.4% |
| All | +159.7% | +136.6% | +23.1% | +153.1% |
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