+151.9%
AMD vs CORZ
+111.9%
+40.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +3.3% | +7.7% | +10.1% |
| 7D | -11.0% | -11.2% | +0.2% | -7.9% |
| 30D | -30.5% | -26.2% | -4.3% | -24.3% |
| 3M | -8.2% | -44.1% | +35.9% | +7.2% |
| 6M | +6.6% | -52.3% | +58.8% | +29.0% |
| YTD | +109.7% | -19.2% | +128.9% | +128.3% |
| 1Y | +88.9% | -42.9% | +131.8% | +117.5% |
| All | +151.9% | +111.9% | +40.0% | +127.4% |
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 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