+2,274.1%
COR vs WU
-20.5%
+2,294.5%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.3% | +3.9% | +3.7% |
| 7D | +2.3% | +9.1% | -6.7% | +0.1% |
| 30D | +6.8% | +12.1% | -5.3% | +3.7% |
| 3M | +8.1% | +0.3% | +7.8% | +7.6% |
| 6M | +33.0% | -19.1% | +52.1% | +38.2% |
| YTD | +3.0% | -19.2% | +22.2% | +6.6% |
| 1Y | -3.4% | -15.3% | +11.9% | -1.4% |
| 3Y | +80.1% | -21.3% | +101.5% | +82.8% |
| 5Y | +194.7% | -41.7% | +236.4% | +217.7% |
| 10Y | +512.3% | -36.0% | +548.3% | +533.6% |
| All | +2,274.1% | -20.5% | +2,294.5% | +2,073.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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