+44.7%
MS vs CORZ
+23.8%
+20.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.4% | +3.0% | +0.1% |
| 7D | +1.7% | +7.6% | -5.9% | +0.5% |
| 30D | 0.0% | -6.9% | +7.0% | +0.9% |
| 3M | +3.0% | -33.0% | +36.0% | +8.6% |
| 6M | +35.7% | +19.3% | +16.4% | +28.5% |
| YTD | +23.3% | +24.2% | -0.9% | +16.1% |
| 1Y | +44.7% | +24.5% | +20.2% | +35.3% |
| All | +44.7% | +23.8% | +20.9% | +35.3% |
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