-42.5%
PATH vs CORZ
+105.0%
-147.6%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -10.8% | +7.1% | -2.3% |
| 7D | -5.6% | -21.1% | +15.5% | -2.9% |
| 30D | -0.7% | -31.8% | +31.1% | +3.9% |
| 3M | -5.9% | -47.7% | +41.9% | +1.6% |
| 6M | +21.6% | -48.7% | +70.3% | +28.8% |
| YTD | -20.6% | -21.8% | +1.2% | -23.2% |
| 1Y | -10.6% | -47.8% | +37.2% | -7.2% |
| All | -42.5% | +105.0% | -147.6% | -59.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling