+31.7%
MRK vs CORZ
+213.0%
-181.3%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.0% | +2.1% | -1.9% |
| 7D | -5.0% | -3.0% | -2.0% | -5.0% |
| 30D | +11.0% | -12.1% | +23.1% | +10.8% |
| 3M | +22.4% | -32.4% | +54.8% | +22.1% |
| 6M | +25.4% | +12.4% | +13.0% | +25.3% |
| YTD | +39.5% | +19.3% | +20.2% | +39.2% |
| 1Y | +78.0% | +8.6% | +69.3% | +77.3% |
| All | +31.7% | +213.0% | -181.3% | +28.7% |
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 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