+1,964.3%
COR vs PODD
+767.5%
+1,196.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.1% | +0.2% | -1.6% |
| 7D | +2.8% | +1.6% | +1.2% | +2.6% |
| 30D | +4.5% | +10.7% | -6.1% | +3.3% |
| 3M | +22.7% | +0.7% | +21.9% | +21.9% |
| 6M | -9.7% | -39.3% | +29.5% | -5.2% |
| YTD | -1.4% | -48.1% | +46.7% | +5.2% |
| 1Y | +13.9% | -57.4% | +71.4% | +24.0% |
| 3Y | +94.0% | -23.3% | +117.2% | +93.7% |
| 5Y | +184.0% | -51.3% | +235.3% | +192.6% |
| 10Y | +406.8% | +242.0% | +164.7% | +295.2% |
| All | +1,964.3% | +767.5% | +1,196.7% | +1,121.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling