-26.1%
TEAM vs CORZ
+223.2%
-249.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.3% | -3.2% | -0.1% |
| 7D | -5.2% | +0.3% | -5.5% | -5.3% |
| 30D | +15.8% | -14.0% | +29.8% | +16.6% |
| 3M | +101.5% | -34.1% | +135.5% | +106.0% |
| 6M | +138.2% | +8.5% | +129.7% | +130.3% |
| YTD | +10.8% | +23.2% | -12.4% | +5.0% |
| 1Y | +1.7% | +15.4% | -13.7% | -3.5% |
| All | -26.1% | +223.2% | -249.3% | -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 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