-41.3%
CORZ vs BUD
+38.4%
-79.7%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +3.1% | -13.5% | -9.7% |
| 7D | -14.9% | +3.3% | -18.3% | -14.3% |
| 30D | -23.1% | +11.8% | -35.0% | -22.8% |
| 3M | -44.1% | -1.1% | -43.0% | -43.5% |
| 6M | -39.5% | +14.9% | -54.4% | -39.6% |
| YTD | -12.4% | +32.6% | -45.0% | +1.4% |
| 1Y | -41.3% | +37.2% | -78.5% | -29.4% |
| All | -41.3% | +38.4% | -79.7% | -29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 1y: compounded portfolio wealth divided by compounded BUD 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…
1y analysis · Full analysis span regression · 6 months rolling