+239.4%
TER vs CORZ
+237.5%
+2.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.7% | -0.5% | +2.9% |
| 7D | +11.0% | +16.6% | -5.6% | +6.3% |
| 30D | -1.9% | -10.9% | +9.0% | +1.2% |
| 3M | -0.7% | -31.0% | +30.3% | +9.1% |
| 6M | +36.4% | +26.0% | +10.3% | +31.7% |
| YTD | +92.4% | +28.6% | +63.8% | +85.3% |
| 1Y | +213.5% | +34.5% | +179.1% | +199.6% |
| All | +239.4% | +237.5% | +2.0% | +158.4% |
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 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