-42.6%
PATH vs CORZ
+111.9%
-154.4%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.3% | -3.4% | -0.5% |
| 7D | -5.3% | -11.2% | +5.9% | -4.1% |
| 30D | -0.5% | -26.2% | +25.7% | +3.0% |
| 3M | -7.1% | -44.1% | +37.0% | -0.7% |
| 6M | +23.8% | -52.3% | +76.1% | +33.2% |
| YTD | -20.7% | -19.2% | -1.5% | -23.6% |
| 1Y | -8.1% | -42.9% | +34.8% | -6.0% |
| All | -42.6% | +111.9% | -154.4% | -59.3% |
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