+92.7%
WFC vs CORZ
+213.0%
-120.3%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.0% | +3.7% | +0.1% |
| 7D | +0.3% | -3.0% | +3.3% | +0.5% |
| 30D | +2.3% | -12.1% | +14.4% | +3.2% |
| 3M | +9.8% | -32.4% | +42.1% | +12.3% |
| 6M | +15.6% | +12.4% | +3.2% | +12.8% |
| YTD | -2.4% | +19.3% | -21.7% | -5.5% |
| 1Y | +13.8% | +8.6% | +5.2% | +10.6% |
| All | +92.7% | +213.0% | -120.3% | +72.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling