-22.0%
TEAM vs CORZ
+222.3%
-244.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.6% | -2.6% |
| 7D | -0.4% | +8.4% | -8.8% | -0.9% |
| 30D | +67.3% | -17.8% | +85.1% | +69.0% |
| 3M | +86.8% | -35.9% | +122.7% | +91.5% |
| 6M | +146.8% | +12.9% | +133.9% | +137.5% |
| YTD | +16.9% | +22.9% | -5.9% | +10.8% |
| 1Y | +12.8% | +31.4% | -18.6% | +5.3% |
| All | -22.0% | +222.3% | -244.4% | -30.8% |
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