+486.6%
COR vs NDAQ
+472.5%
+14.2%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.4% |
| 7D | +2.4% | +2.9% | -0.4% | +1.5% |
| 30D | +7.7% | +17.5% | -9.8% | +1.9% |
| 3M | +7.5% | +15.4% | -7.9% | +2.2% |
| 6M | +34.1% | +24.6% | +9.5% | +23.7% |
| YTD | +3.9% | +14.4% | -10.6% | -2.0% |
| 1Y | -3.6% | +26.9% | -30.6% | -12.5% |
| 3Y | +80.5% | +119.8% | -39.3% | +28.2% |
| 5Y | +194.9% | +70.5% | +124.4% | +129.4% |
| 10Y | +486.6% | +475.8% | +10.8% | +165.3% |
| All | +486.6% | +472.5% | +14.2% | +165.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling