-26.9%
TEAM vs CORZ
+225.9%
-252.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.4% | +4.2% | +0.9% |
| 7D | -4.7% | +7.6% | -12.3% | -5.1% |
| 30D | +17.0% | -6.9% | +24.0% | +17.3% |
| 3M | +85.9% | -33.0% | +118.9% | +89.9% |
| 6M | +116.7% | +19.3% | +97.3% | +107.4% |
| YTD | +9.6% | +24.2% | -14.6% | +3.8% |
| 1Y | -2.5% | +24.5% | -27.0% | -8.4% |
| All | -26.9% | +225.9% | -252.8% | -35.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling