+199.8%
TER vs CORZ
+32.3%
+167.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.1% | +5.5% | +5.5% |
| 7D | +0.6% | +8.4% | -7.8% | -4.3% |
| 30D | -8.3% | -17.8% | +9.5% | +2.5% |
| 3M | -12.2% | -35.9% | +23.7% | +12.5% |
| 6M | +17.0% | +12.9% | +4.1% | +11.3% |
| YTD | +84.6% | +22.9% | +61.7% | +67.4% |
| 1Y | +199.8% | +31.4% | +168.5% | +171.5% |
| All | +199.8% | +32.3% | +167.5% | +171.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling