+323.5%
CORZ vs BUD
+39.1%
+284.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.3% | +13.3% | +10.8% |
| 7D | +14.2% | +0.5% | +13.7% | +14.2% |
| 30D | -3.0% | +7.4% | -10.4% | -3.0% |
| 3M | -26.3% | +4.3% | -30.6% | -26.2% |
| 6M | -36.5% | +5.3% | -41.8% | -36.5% |
| YTD | +0.1% | +33.2% | -33.2% | -0.4% |
| 1Y | -15.9% | +31.8% | -47.6% | -16.1% |
| All | +323.5% | +39.1% | +284.5% | +329.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling