+17.0%
PG vs CORZ
-41.7%
+58.6%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -10.4% | +13.6% | +2.4% |
| 7D | +5.7% | -14.9% | +20.7% | +4.5% |
| 30D | +15.4% | -23.1% | +38.5% | +13.7% |
| 3M | +13.8% | -44.1% | +57.9% | +10.0% |
| 6M | +18.3% | -39.5% | +57.8% | +15.5% |
| YTD | +20.1% | -12.4% | +32.5% | +22.0% |
| 1Y | +17.0% | -41.3% | +58.3% | +14.5% |
| All | +17.0% | -41.7% | +58.6% | +14.5% |
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