+250.1%
TER vs CORZ
+225.9%
+24.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.4% | +6.5% | +4.1% |
| 7D | +12.4% | +7.6% | +4.7% | +10.0% |
| 30D | +5.1% | -6.9% | +12.1% | +7.1% |
| 3M | +4.0% | -33.0% | +37.0% | +15.1% |
| 6M | +29.5% | +19.3% | +10.2% | +26.7% |
| YTD | +98.5% | +24.2% | +74.2% | +92.8% |
| 1Y | +234.1% | +24.5% | +209.6% | +224.5% |
| All | +250.1% | +225.9% | +24.1% | +168.8% |
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 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