+85.4%
ASML vs CORZ
+162.5%
-77.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +11.0% | -9.2% | -0.3% |
| 7D | +2.5% | +14.2% | -11.6% | 0.0% |
| 30D | -12.2% | -3.0% | -9.2% | -12.2% |
| 3M | -14.6% | -26.3% | +11.7% | -10.7% |
| 6M | -1.7% | -36.5% | +34.8% | +4.8% |
| YTD | +44.3% | +0.1% | +44.2% | +43.6% |
| 1Y | +51.0% | -15.9% | +66.9% | +53.1% |
| All | +85.4% | +162.5% | -77.1% | +56.0% |
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