+281.7%
CORZ vs BUD
+42.3%
+239.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.1% | +2.1% | +3.3% |
| 7D | -7.8% | +6.0% | -13.8% | -7.4% |
| 30D | -14.8% | +11.3% | -26.1% | -14.7% |
| 3M | -32.5% | +3.6% | -36.0% | -32.1% |
| 6M | -42.7% | +7.7% | -50.4% | -42.6% |
| YTD | -9.8% | +36.4% | -46.2% | -10.1% |
| 1Y | -31.9% | +37.8% | -69.8% | -32.1% |
| All | +281.7% | +42.3% | +239.4% | +287.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling