+49.9%
TRV vs CORZ
-41.7%
+91.5%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -10.4% | +13.9% | +2.6% |
| 7D | +3.9% | -14.9% | +18.8% | +2.6% |
| 30D | +13.5% | -23.1% | +36.6% | +11.4% |
| 3M | +8.9% | -44.1% | +52.9% | +4.0% |
| 6M | +36.8% | -39.5% | +76.3% | +32.5% |
| YTD | +42.7% | -12.4% | +55.0% | +42.5% |
| 1Y | +49.9% | -41.3% | +91.2% | +46.1% |
| All | +49.9% | -41.7% | +91.5% | +46.1% |
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