+360.5%
BE vs COR
+12.8%
+347.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.9% | +9.2% | +6.9% |
| 7D | +20.0% | +2.8% | +17.2% | +20.8% |
| 30D | +7.9% | +4.5% | +3.4% | +9.1% |
| 3M | -13.2% | +22.7% | -35.9% | -12.3% |
| 6M | +53.5% | -9.7% | +63.2% | +58.8% |
| YTD | +191.0% | -1.4% | +192.5% | +224.5% |
| 1Y | +360.5% | +13.9% | +346.6% | +541.1% |
| All | +360.5% | +12.8% | +347.7% | +541.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COR.
Daily Out/Under-Performance
Portfolio return minus COR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COR 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 COR 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