+17.4%
TMUS vs CORZ
+237.5%
-220.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.7% | -4.6% | +0.2% |
| 7D | -0.3% | +16.6% | -16.8% | +0.1% |
| 30D | +3.1% | -10.9% | +14.0% | +2.9% |
| 3M | +2.4% | -31.0% | +33.4% | +2.0% |
| 6M | -17.1% | +26.0% | -43.1% | -16.8% |
| YTD | -9.1% | +28.6% | -37.7% | -8.8% |
| 1Y | -23.6% | +34.5% | -58.1% | -23.6% |
| All | +17.4% | +237.5% | -220.0% | +14.4% |
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 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