+407.4%
COR vs PODD
+218.3%
+189.1%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.6% | -0.1% |
| 7D | -3.9% | -6.9% | +3.0% | -3.2% |
| 30D | -0.3% | -3.5% | +3.1% | 0.0% |
| 3M | +15.9% | -13.6% | +29.5% | +16.9% |
| 6M | -10.3% | -42.6% | +32.4% | -6.2% |
| YTD | -3.7% | -51.5% | +47.8% | +2.0% |
| 1Y | +9.1% | -60.9% | +70.0% | +17.6% |
| 3Y | +86.6% | -19.8% | +106.3% | +85.2% |
| 5Y | +180.9% | -54.4% | +235.3% | +190.4% |
| 10Y | +407.4% | +236.1% | +171.4% | +347.6% |
| All | +407.4% | +218.3% | +189.1% | +347.6% |
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