+492.3%
APLD vs CORZ
+237.5%
+254.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +4.7% | +2.7% | +4.0% |
| 7D | +16.6% | +16.6% | 0.0% | +4.3% |
| 30D | -3.1% | -10.9% | +7.7% | +5.3% |
| 3M | -30.9% | -31.0% | +0.2% | -9.4% |
| 6M | +12.6% | +26.0% | -13.4% | -1.3% |
| YTD | +15.5% | +28.6% | -13.2% | +3.5% |
| 1Y | +103.5% | +34.5% | +69.1% | +82.4% |
| All | +492.3% | +237.5% | +254.8% | +212.3% |
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