-41.6%
ORCL vs CORZ
-9.6%
-32.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.4% | -1.8% |
| 7D | +8.0% | +23.5% | -15.5% | -1.3% |
| 30D | -4.0% | +7.5% | -11.5% | -7.3% |
| 3M | -19.5% | -26.6% | +7.1% | -10.6% |
| 6M | -33.5% | -39.5% | +6.0% | -22.5% |
| YTD | -34.8% | -0.3% | -34.6% | -39.9% |
| 1Y | -41.6% | -4.2% | -37.4% | -45.8% |
| All | -41.6% | -9.6% | -32.0% | -45.8% |
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 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