+492.2%
COR vs PODD
+324.4%
+167.8%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.1% | +0.8% | +2.7% |
| 7D | +7.8% | +4.1% | +3.8% | +7.4% |
| 30D | +7.0% | +13.9% | -6.8% | +5.6% |
| 3M | +16.3% | +4.1% | +12.1% | +15.7% |
| 6M | +41.3% | +2.4% | +38.8% | +40.1% |
| YTD | +7.1% | -46.4% | +53.5% | +12.9% |
| 1Y | -0.8% | -54.2% | +53.3% | +6.0% |
| 3Y | +85.0% | -6.9% | +91.8% | +81.1% |
| 5Y | +203.9% | -51.6% | +255.4% | +213.7% |
| All | +492.2% | +324.4% | +167.8% | +357.9% |
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