+123.9%
TER vs CORZ
+136.6%
-12.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.2% | -3.5% | -1.2% |
| 7D | -8.9% | -7.8% | -1.1% | -6.4% |
| 30D | -39.1% | -14.8% | -24.3% | -36.1% |
| 3M | -32.8% | -32.5% | -0.3% | -24.8% |
| 6M | -31.7% | -42.7% | +11.0% | -20.1% |
| YTD | +26.9% | -9.8% | +36.8% | +35.3% |
| 1Y | +33.6% | -31.9% | +65.5% | +49.2% |
| All | +123.9% | +136.6% | -12.7% | +88.6% |
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