-26.1%
TEAM vs CORZ
+213.0%
-239.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.0% | +5.0% | +1.3% |
| 7D | -7.8% | -3.0% | -4.8% | -7.6% |
| 30D | +16.5% | -12.1% | +28.6% | +17.2% |
| 3M | +96.2% | -32.4% | +128.6% | +99.8% |
| 6M | +130.2% | +12.4% | +117.8% | +121.4% |
| YTD | +10.7% | +19.3% | -8.5% | +5.1% |
| 1Y | +3.0% | +8.6% | -5.6% | -1.7% |
| All | -26.1% | +213.0% | -239.1% | -34.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling