+55.3%
ON vs CORZ
+12.0%
+43.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +3.3% | +5.2% | +7.4% |
| 7D | +2.4% | +0.3% | +2.1% | +2.2% |
| 30D | -8.6% | -14.0% | +5.4% | -4.2% |
| 3M | -34.3% | -34.1% | -0.2% | -25.8% |
| 6M | +28.5% | +8.5% | +20.1% | +27.0% |
| YTD | +40.6% | +23.2% | +17.4% | +32.8% |
| 1Y | +55.3% | +15.4% | +40.0% | +42.7% |
| All | +55.3% | +12.0% | +43.4% | +42.7% |
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