+2,913.7%
COR vs NDAQ
+2,628.3%
+285.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.3% | +2.4% | +3.4% |
| 7D | +2.3% | -0.1% | +2.5% | +2.4% |
| 30D | +6.8% | +15.9% | -9.1% | +3.9% |
| 3M | +8.1% | +15.1% | -7.0% | +5.3% |
| 6M | +33.0% | +22.9% | +10.1% | +27.8% |
| YTD | +3.0% | +12.8% | -9.9% | +0.1% |
| 1Y | -3.4% | +26.0% | -29.4% | -8.0% |
| 3Y | +80.1% | +119.7% | -39.6% | +53.7% |
| 5Y | +194.7% | +65.4% | +129.3% | +162.4% |
| 10Y | +512.3% | +469.3% | +43.0% | +340.6% |
| All | +2,913.7% | +2,628.3% | +285.4% | +1,457.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling