+72.2%
ASML vs CORZ
+111.9%
-39.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +3.3% | +1.7% | +4.4% |
| 7D | -9.0% | -11.2% | +2.2% | -7.1% |
| 30D | -21.0% | -26.2% | +5.3% | -16.7% |
| 3M | -16.3% | -44.1% | +27.8% | -7.8% |
| 6M | -7.5% | -52.3% | +44.7% | +3.9% |
| YTD | +34.0% | -19.2% | +53.2% | +39.0% |
| 1Y | +39.3% | -42.9% | +82.2% | +50.2% |
| All | +72.2% | +111.9% | -39.7% | +50.9% |
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