+170.9%
WBD vs CORZ
+213.0%
-42.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.0% | +5.0% | +1.4% |
| 7D | -0.6% | -3.0% | +2.4% | -0.4% |
| 30D | +4.2% | -12.1% | +16.3% | +5.2% |
| 3M | +7.5% | -32.4% | +39.9% | +10.5% |
| 6M | +1.6% | +12.4% | -10.8% | -1.3% |
| YTD | -2.2% | +19.3% | -21.5% | -6.1% |
| 1Y | +124.9% | +8.6% | +116.2% | +116.8% |
| All | +170.9% | +213.0% | -42.1% | +117.2% |
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