+407.4%
COR vs NDAQ
+374.8%
+32.7%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.4% | -0.1% |
| 7D | -3.9% | -1.6% | -2.3% | -3.4% |
| 30D | -0.3% | -1.5% | +1.1% | +0.1% |
| 3M | +15.9% | +8.0% | +7.8% | +12.3% |
| 6M | -10.3% | +7.7% | -18.0% | -13.2% |
| YTD | -3.7% | -2.3% | -1.4% | -4.0% |
| 1Y | +9.1% | +0.6% | +8.5% | +7.3% |
| 3Y | +86.6% | +90.9% | -4.4% | +38.1% |
| 5Y | +180.9% | +52.5% | +128.5% | +124.0% |
| 10Y | +407.4% | +380.3% | +27.2% | +129.2% |
| All | +407.4% | +374.8% | +32.7% | +129.2% |
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