+81.3%
TRV vs CORZ
+225.9%
-144.6%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.4% | +3.7% | +0.3% |
| 7D | +0.2% | +7.6% | -7.4% | +0.3% |
| 30D | -2.3% | -6.9% | +4.6% | -2.4% |
| 3M | +22.7% | -33.0% | +55.7% | +22.5% |
| 6M | +21.9% | +19.3% | +2.6% | +21.6% |
| YTD | +27.5% | +24.2% | +3.2% | +26.9% |
| 1Y | +36.2% | +24.5% | +11.7% | +35.2% |
| All | +81.3% | +225.9% | -144.6% | +73.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling