+125.4%
MMM vs CORZ
+225.9%
-100.5%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.4% | +1.6% | -1.7% |
| 7D | -2.6% | +7.6% | -10.2% | -3.0% |
| 30D | -9.3% | -6.9% | -2.4% | -9.0% |
| 3M | +5.6% | -33.0% | +38.6% | +7.6% |
| 6M | +9.5% | +19.3% | -9.9% | +7.3% |
| YTD | +4.1% | +24.2% | -20.1% | +1.6% |
| 1Y | +9.4% | +24.5% | -15.1% | +6.1% |
| All | +125.4% | +225.9% | -100.5% | +116.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling