+46.1%
ASML vs CORZ
-41.7%
+87.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -10.4% | +6.8% | 0.0% |
| 7D | -10.0% | -14.9% | +4.9% | -5.3% |
| 30D | -19.4% | -23.1% | +3.7% | -12.6% |
| 3M | -12.5% | -44.1% | +31.6% | +5.3% |
| 6M | +8.2% | -39.5% | +47.8% | +25.0% |
| YTD | +40.7% | -12.4% | +53.1% | +41.8% |
| 1Y | +46.1% | -41.3% | +87.4% | +58.8% |
| All | +46.1% | -41.7% | +87.8% | +58.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling