+74.1%
T vs CORZ
+222.3%
-148.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.9% | -1.9% |
| 7D | -1.3% | +8.4% | -9.6% | -1.0% |
| 30D | +11.4% | -17.8% | +29.2% | +10.7% |
| 3M | +14.3% | -35.9% | +50.2% | +13.0% |
| 6M | -9.3% | +12.9% | -22.2% | -8.4% |
| YTD | +7.1% | +22.9% | -15.8% | +8.5% |
| 1Y | -9.1% | +31.4% | -40.4% | -7.6% |
| All | +74.1% | +222.3% | -148.2% | +82.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling