+67.7%
BITO vs CORZ
+213.0%
-145.3%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.0% | +2.6% | -0.4% |
| 7D | -5.8% | -3.0% | -2.9% | -5.2% |
| 30D | +21.1% | -12.1% | +33.2% | +24.3% |
| 3M | +23.5% | -32.4% | +55.9% | +32.5% |
| 6M | +8.3% | +12.4% | -4.1% | +1.2% |
| YTD | -13.9% | +19.3% | -33.2% | -20.7% |
| 1Y | -34.5% | +8.6% | -43.2% | -38.9% |
| All | +67.7% | +213.0% | -145.3% | -5.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling