+407.4%
COR vs SPXU
-99.5%
+507.0%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -0.1% |
| 7D | -3.9% | +1.3% | -5.1% | -3.6% |
| 30D | -0.3% | +5.1% | -5.4% | +0.7% |
| 3M | +15.9% | -9.1% | +25.0% | +13.8% |
| 6M | -10.3% | -29.6% | +19.3% | -16.2% |
| YTD | -3.7% | -27.7% | +24.0% | -9.3% |
| 1Y | +9.1% | -37.0% | +46.0% | 0.0% |
| 3Y | +86.6% | -80.2% | +166.7% | +36.3% |
| 5Y | +180.9% | -86.0% | +266.9% | +107.2% |
| 10Y | +407.4% | -99.5% | +507.0% | +69.4% |
| All | +407.4% | -99.5% | +507.0% | +69.4% |
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