+15.9%
MS vs CORZ
-38.8%
+54.7%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +8.2% | -5.0% | +1.8% |
| 7D | +0.7% | +1.7% | -1.0% | 0.0% |
| 30D | -0.9% | -17.5% | +16.5% | +1.4% |
| 3M | -13.0% | -39.5% | +26.5% | -6.8% |
| 6M | -2.0% | -44.5% | +42.5% | +5.1% |
| YTD | +7.8% | -12.6% | +20.4% | +5.4% |
| All | +15.9% | -38.8% | +54.7% | +18.2% |
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