+241.9%
CORZ vs BUD
+38.9%
+203.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.5% | +4.8% | +3.2% |
| 7D | -11.2% | +4.5% | -15.7% | -11.1% |
| 30D | -26.2% | +12.5% | -38.7% | -26.4% |
| 3M | -44.1% | 0.0% | -44.1% | -43.9% |
| 6M | -52.3% | +3.8% | -56.0% | -52.2% |
| YTD | -19.2% | +33.1% | -52.3% | -19.6% |
| 1Y | -42.9% | +35.5% | -78.4% | -43.1% |
| All | +241.9% | +38.9% | +203.0% | +246.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling