+486.6%
COR vs PODD
+308.1%
+178.5%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.0% | +1.0% |
| 7D | +2.4% | -4.4% | +6.8% | +2.9% |
| 30D | +7.7% | +9.4% | -1.8% | +6.7% |
| 3M | +7.5% | +3.6% | +3.9% | +7.0% |
| 6M | +34.1% | -4.0% | +38.1% | +33.9% |
| YTD | +3.9% | -47.9% | +51.8% | +9.7% |
| 1Y | -3.6% | -53.8% | +50.1% | +2.9% |
| 3Y | +80.5% | -4.5% | +85.1% | +76.1% |
| 5Y | +194.9% | -51.9% | +246.7% | +204.4% |
| 10Y | +486.6% | +308.9% | +177.7% | +359.8% |
| All | +486.6% | +308.1% | +178.5% | +359.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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