+186.1%
COR vs NDAQ
+55.8%
+130.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -1.6% |
| 7D | +2.8% | -2.4% | +5.2% | +3.1% |
| 30D | +4.5% | +2.5% | +2.1% | +4.1% |
| 3M | +22.7% | +9.9% | +12.7% | +20.8% |
| 6M | -9.7% | +9.4% | -19.2% | -11.1% |
| YTD | -1.4% | +0.4% | -1.8% | -1.8% |
| 1Y | +13.9% | +4.0% | +9.9% | +12.8% |
| 3Y | +94.0% | +94.4% | -0.4% | +69.6% |
| All | +186.1% | +55.8% | +130.3% | +151.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling