+45.3%
MO vs CORZ
-41.7%
+87.0%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -10.4% | +11.8% | +0.3% |
| 7D | +6.9% | -14.9% | +21.8% | +5.3% |
| 30D | +14.9% | -23.1% | +38.1% | +12.4% |
| 3M | +16.4% | -44.1% | +60.5% | +10.7% |
| 6M | +9.6% | -39.5% | +49.1% | +6.3% |
| YTD | +41.8% | -12.4% | +54.2% | +40.3% |
| 1Y | +45.3% | -41.3% | +86.6% | +42.7% |
| All | +45.3% | -41.7% | +87.0% | +42.7% |
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