+420.1%
CORZ vs BUD
+32.9%
+387.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.2% | -0.1% |
| 7D | +8.4% | +0.3% | +8.1% | +8.3% |
| 30D | -17.8% | -5.7% | -12.2% | -17.5% |
| 3M | -35.9% | +3.1% | -39.0% | -36.2% |
| 6M | +12.9% | +7.9% | +5.1% | +11.8% |
| YTD | +22.9% | +27.3% | -4.5% | +22.2% |
| 1Y | +31.4% | +37.8% | -6.5% | +30.1% |
| All | +420.1% | +32.9% | +387.2% | +427.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling