+70.5%
T vs CORZ
+225.9%
-155.4%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.4% | +1.7% | -1.9% |
| 7D | -3.1% | +7.6% | -10.7% | -2.8% |
| 30D | +4.6% | -6.9% | +11.5% | +4.4% |
| 3M | +12.2% | -33.0% | +45.3% | +11.1% |
| 6M | -6.5% | +19.3% | -25.8% | -5.4% |
| YTD | +4.9% | +24.2% | -19.4% | +6.3% |
| 1Y | -10.5% | +24.5% | -35.0% | -9.2% |
| All | +70.5% | +225.9% | -155.4% | +78.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling