+475.2%
COR vs SPXU
-99.5%
+574.7%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | +0.1% |
| 7D | +2.9% | -9.4% | +12.2% | +1.0% |
| 30D | +5.8% | +7.4% | -1.6% | +7.8% |
| 3M | +11.4% | +6.2% | +5.3% | +13.4% |
| 6M | +34.5% | -7.2% | +41.7% | +33.4% |
| YTD | +4.1% | -26.8% | +30.8% | -1.2% |
| 1Y | -3.1% | -26.3% | +23.1% | -7.8% |
| 3Y | +80.9% | -80.6% | +161.5% | +31.9% |
| 5Y | +195.1% | -83.6% | +278.7% | +128.9% |
| All | +475.2% | -99.5% | +574.7% | +127.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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