-0.8%
MSFT vs CORZ
+32.3%
-33.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -2.0% | -2.0% |
| 7D | -2.7% | +8.4% | -11.1% | -3.6% |
| 30D | +2.7% | -17.8% | +20.5% | +4.8% |
| 3M | +17.0% | -35.9% | +52.9% | +20.0% |
| 6M | +23.8% | +12.9% | +10.9% | +19.0% |
| YTD | +4.0% | +22.9% | -18.9% | +0.4% |
| 1Y | -0.8% | +31.4% | -32.2% | -5.9% |
| All | -0.8% | +32.3% | -33.1% | -5.9% |
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