+407.4%
COR vs TRMB
+113.5%
+293.9%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.9% | +0.1% |
| 7D | -3.9% | -2.9% | -1.0% | -3.3% |
| 30D | -0.3% | -1.8% | +1.5% | 0.0% |
| 3M | +15.9% | +8.4% | +7.5% | +13.7% |
| 6M | -10.3% | -18.5% | +8.3% | -6.6% |
| YTD | -3.7% | -26.7% | +23.0% | +2.1% |
| 1Y | +9.1% | -28.3% | +37.4% | +15.8% |
| 3Y | +86.6% | +12.6% | +74.0% | +74.6% |
| 5Y | +180.9% | -38.7% | +219.6% | +202.1% |
| 10Y | +407.4% | +120.8% | +286.7% | +252.0% |
| All | +407.4% | +113.5% | +293.9% | +252.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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