+47.5%
ASML vs CORZ
-9.6%
+57.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.5% |
| 7D | +4.9% | +23.5% | -18.5% | -3.1% |
| 30D | -9.3% | +7.5% | -16.7% | -12.4% |
| 3M | -19.0% | -26.6% | +7.6% | -11.1% |
| 6M | -5.2% | -39.5% | +34.3% | +9.8% |
| YTD | +40.6% | -0.3% | +40.9% | +32.8% |
| 1Y | +47.5% | -4.2% | +51.7% | +39.1% |
| All | +47.5% | -9.6% | +57.1% | +39.1% |
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 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