-18.1%
WDAY vs CORZ
+12.0%
-30.0%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.3% | -3.0% | +0.9% |
| 7D | -5.2% | +0.3% | -5.4% | -5.0% |
| 30D | +5.9% | -14.0% | +20.0% | +3.5% |
| 3M | +42.3% | -34.1% | +76.4% | +37.3% |
| 6M | +34.7% | +8.5% | +26.3% | +33.2% |
| YTD | -13.5% | +23.2% | -36.8% | -14.8% |
| 1Y | -18.1% | +15.4% | -33.4% | -19.4% |
| All | -18.1% | +12.0% | -30.0% | -19.4% |
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 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