+131.1%
MMM vs CORZ
+222.3%
-91.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.2% |
| 7D | -3.3% | +8.4% | -11.7% | -3.8% |
| 30D | -7.0% | -17.8% | +10.8% | -6.0% |
| 3M | +10.8% | -35.9% | +46.7% | +13.2% |
| 6M | +5.8% | +12.9% | -7.2% | +4.0% |
| YTD | +6.8% | +22.9% | -16.1% | +4.2% |
| 1Y | +10.4% | +31.4% | -21.0% | +6.7% |
| All | +131.1% | +222.3% | -91.2% | +122.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling