-16.0%
PCG vs CORZ
-41.7%
+25.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -10.4% | +11.2% | +1.0% |
| 7D | +1.9% | -14.9% | +16.8% | +2.2% |
| 30D | +8.5% | -23.1% | +31.6% | +8.9% |
| 3M | -22.9% | -44.1% | +21.2% | -22.8% |
| 6M | -16.8% | -39.5% | +22.8% | -16.7% |
| YTD | -15.8% | -12.4% | -3.4% | -16.2% |
| 1Y | -16.0% | -41.3% | +25.3% | -15.1% |
| All | -16.0% | -41.7% | +25.7% | -15.1% |
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