-3.4%
CDNS vs CORZ
+213.0%
-216.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.0% | +4.1% | +0.7% |
| 7D | -6.5% | -3.0% | -3.6% | -6.2% |
| 30D | -13.0% | -12.1% | -0.9% | -11.5% |
| 3M | -26.0% | -32.4% | +6.4% | -22.5% |
| 6M | -2.8% | +12.4% | -15.2% | -5.9% |
| YTD | -8.8% | +19.3% | -28.1% | -12.9% |
| 1Y | -15.8% | +8.6% | -24.5% | -19.0% |
| All | -3.4% | +213.0% | -216.4% | -21.4% |
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 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