-6.4%
T vs CORZ
-41.7%
+35.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -10.4% | +12.5% | +1.2% |
| 7D | +5.5% | -14.9% | +20.4% | +4.2% |
| 30D | -8.9% | -23.1% | +14.2% | -10.6% |
| 3M | -5.6% | -44.1% | +38.5% | -9.3% |
| 6M | -14.3% | -39.5% | +25.2% | -15.9% |
| YTD | -7.9% | -12.4% | +4.4% | -6.7% |
| 1Y | -6.4% | -41.3% | +34.9% | -8.1% |
| All | -6.4% | -41.7% | +35.2% | -8.1% |
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