+113.2%
WDC vs CORZ
-41.7%
+154.8%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -10.4% | +3.6% | -1.3% |
| 7D | -18.3% | -14.9% | -3.4% | -11.3% |
| 30D | -26.7% | -23.1% | -3.5% | -16.5% |
| 3M | -40.9% | -44.1% | +3.1% | -21.0% |
| 6M | -26.8% | -39.5% | +12.8% | -6.1% |
| YTD | +88.2% | -12.4% | +100.5% | +99.0% |
| 1Y | +113.2% | -41.3% | +154.5% | +152.5% |
| All | +113.2% | -41.7% | +154.8% | +152.5% |
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