+1.3%
ON vs CORZ
+223.2%
-221.9%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +3.3% | +5.2% | +7.9% |
| 7D | +2.4% | +0.3% | +2.1% | +2.3% |
| 30D | -8.6% | -14.0% | +5.4% | -6.2% |
| 3M | -34.3% | -34.1% | -0.2% | -29.9% |
| 6M | +28.5% | +8.5% | +20.1% | +27.2% |
| YTD | +40.6% | +23.2% | +17.4% | +35.8% |
| 1Y | +55.3% | +15.4% | +40.0% | +50.7% |
| All | +1.3% | +223.2% | -221.9% | -19.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling