-21.8%
PCG vs CORZ
-18.5%
-3.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | -1.0% |
| 7D | -2.0% | +26.4% | -28.3% | -2.5% |
| 30D | -2.7% | -6.8% | +4.1% | -2.7% |
| 3M | -25.1% | -31.1% | +6.0% | -25.0% |
| 6M | -22.3% | -36.9% | +14.6% | -22.5% |
| YTD | -18.5% | -1.2% | -17.3% | -19.7% |
| 1Y | -21.8% | -12.5% | -9.3% | -23.1% |
| All | -21.8% | -18.5% | -3.3% | -23.1% |
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