-32.7%
NOW vs CORZ
+129.2%
-161.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.2% | -7.4% | +0.2% |
| 7D | -3.1% | +1.7% | -4.8% | -3.3% |
| 30D | -27.0% | -17.5% | -9.6% | -26.2% |
| 3M | -17.7% | -39.5% | +21.7% | -15.4% |
| 6M | +12.7% | -44.5% | +57.2% | +15.7% |
| YTD | -32.9% | -12.6% | -20.3% | -34.9% |
| 1Y | -40.4% | -37.0% | -3.4% | -40.2% |
| All | -32.7% | +129.2% | -161.9% | -44.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling