+44.4%
COIN vs CORZ
+223.2%
-178.8%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.3% | -1.6% | +0.4% |
| 7D | -5.1% | +0.3% | -5.4% | -5.3% |
| 30D | +17.6% | -14.0% | +31.6% | +24.4% |
| 3M | +9.2% | -34.1% | +43.3% | +25.1% |
| 6M | -11.8% | +8.5% | -20.2% | -20.0% |
| YTD | -22.5% | +23.2% | -45.7% | -33.5% |
| 1Y | -45.9% | +15.4% | -61.3% | -52.8% |
| All | +44.4% | +223.2% | -178.8% | -43.9% |
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