+86.4%
WFC vs CORZ
+161.6%
-75.2%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.6% | +0.3% |
| 7D | +2.5% | +23.5% | -21.0% | +0.9% |
| 30D | +7.0% | +7.5% | -0.5% | +6.1% |
| 3M | -1.8% | -26.6% | +24.8% | -0.1% |
| 6M | +18.4% | -39.5% | +57.9% | +21.3% |
| YTD | -5.6% | -0.3% | -5.3% | -7.8% |
| 1Y | +3.9% | -4.2% | +8.1% | +1.6% |
| All | +86.4% | +161.6% | -75.2% | +68.1% |
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