+67.7%
BITO vs CORZ
+223.2%
-155.6%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.3% | -3.3% | -0.8% |
| 7D | -3.4% | +0.3% | -3.7% | -3.6% |
| 30D | +21.4% | -14.0% | +35.5% | +25.3% |
| 3M | +20.5% | -34.1% | +54.6% | +30.2% |
| 6M | +7.4% | +8.5% | -1.1% | +1.3% |
| YTD | -13.9% | +23.2% | -37.1% | -21.3% |
| 1Y | -35.1% | +15.4% | -50.4% | -40.3% |
| All | +67.7% | +223.2% | -155.6% | -6.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling