+970.6%
WDC vs CORZ
+222.3%
+748.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.1% | +5.9% | +5.9% |
| 7D | +1.7% | +8.4% | -6.6% | -0.4% |
| 30D | -10.0% | -17.8% | +7.9% | -5.6% |
| 3M | -18.8% | -35.9% | +17.1% | -9.9% |
| 6M | +79.0% | +12.9% | +66.1% | +76.2% |
| YTD | +171.6% | +22.9% | +148.7% | +162.8% |
| 1Y | +417.4% | +31.4% | +386.0% | +395.9% |
| All | +970.6% | +222.3% | +748.3% | +801.6% |
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