+322.1%
CORZ vs FND
-56.3%
+378.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.2% | +3.2% | +1.5% |
| 7D | +23.5% | -6.8% | +30.3% | +25.4% |
| 30D | +7.5% | +8.0% | -0.5% | +4.6% |
| 3M | -26.6% | -18.9% | -7.7% | -23.2% |
| 6M | -39.5% | +4.7% | -44.2% | -42.2% |
| YTD | -0.3% | -21.6% | +21.3% | +3.3% |
| 1Y | -4.2% | -22.0% | +17.8% | -0.8% |
| All | +322.1% | -56.3% | +378.4% | +360.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling