+420.1%
CORZ vs FND
-54.0%
+474.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.5% |
| 7D | +8.4% | -5.2% | +13.6% | +9.8% |
| 30D | -17.8% | -19.9% | +2.1% | -13.1% |
| 3M | -35.9% | +2.7% | -38.6% | -37.7% |
| 6M | +12.9% | -21.7% | +34.6% | +18.8% |
| YTD | +22.9% | -17.5% | +40.4% | +26.5% |
| 1Y | +31.4% | -39.3% | +70.7% | +48.5% |
| All | +420.1% | -54.0% | +474.1% | +464.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling