+39.5%
NFLX vs CORZ
+213.0%
-173.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.0% | +4.0% | +0.2% |
| 7D | -8.1% | -3.0% | -5.1% | -7.9% |
| 30D | +1.6% | -12.1% | +13.7% | +2.2% |
| 3M | -7.3% | -32.4% | +25.1% | -5.7% |
| 6M | -21.6% | +12.4% | -33.9% | -23.5% |
| YTD | -18.9% | +19.3% | -38.2% | -21.7% |
| 1Y | -39.1% | +8.6% | -47.7% | -41.0% |
| All | +39.5% | +213.0% | -173.5% | +23.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling