+84.6%
MRK vs CORZ
-41.7%
+126.2%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -10.4% | +14.3% | +3.3% |
| 7D | +6.7% | -14.9% | +21.6% | +6.0% |
| 30D | +7.8% | -23.1% | +30.9% | +6.8% |
| 3M | +18.2% | -44.1% | +62.2% | +15.6% |
| 6M | +34.7% | -39.5% | +74.2% | +32.4% |
| YTD | +45.8% | -12.4% | +58.2% | +44.1% |
| 1Y | +84.6% | -41.3% | +125.9% | +78.2% |
| All | +84.6% | -41.7% | +126.2% | +78.2% |
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 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