+425.9%
CORZ vs FND
-56.5%
+482.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.7% | -2.7% | -3.2% |
| 7D | +7.6% | -0.8% | +8.4% | +7.7% |
| 30D | -6.9% | -19.6% | +12.6% | -1.8% |
| 3M | -33.0% | -4.3% | -28.7% | -33.7% |
| 6M | +19.3% | -20.4% | +39.8% | +24.3% |
| YTD | +24.2% | -21.9% | +46.1% | +29.6% |
| 1Y | +24.5% | -45.2% | +69.7% | +45.4% |
| All | +425.9% | -56.5% | +482.3% | +477.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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