+0.8%
SCHW vs CORZ
-41.7%
+42.4%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -10.4% | +15.0% | +4.8% |
| 7D | +5.2% | -14.9% | +20.1% | +5.5% |
| 30D | -4.7% | -23.1% | +18.4% | -4.2% |
| 3M | -11.9% | -44.1% | +32.1% | -10.4% |
| 6M | +2.7% | -39.5% | +42.3% | +2.4% |
| YTD | -5.6% | -12.4% | +6.7% | -10.4% |
| 1Y | +0.8% | -41.3% | +42.1% | -1.3% |
| All | +0.8% | -41.7% | +42.4% | -1.3% |
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 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