-19.6%
PCG vs CORZ
-38.8%
+19.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +8.2% | -6.9% | +1.1% |
| 7D | -1.1% | +1.7% | -2.8% | -1.2% |
| 30D | +0.1% | -17.5% | +17.5% | +0.4% |
| 3M | -24.4% | -39.5% | +15.0% | -24.2% |
| 6M | -17.7% | -44.5% | +26.8% | -17.7% |
| YTD | -17.4% | -12.6% | -4.8% | -18.0% |
| All | -19.6% | -38.8% | +19.1% | -19.4% |
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