+421.5%
CORZ vs FWONK
+40.2%
+381.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.2% | +3.1% | +3.3% |
| 7D | +0.3% | +0.1% | +0.2% | +0.3% |
| 30D | -14.0% | -7.7% | -6.3% | -13.9% |
| 3M | -34.1% | +5.7% | -39.8% | -34.9% |
| 6M | +8.5% | +13.5% | -5.0% | +5.7% |
| YTD | +23.2% | -3.0% | +26.2% | +23.7% |
| 1Y | +15.4% | -6.4% | +21.8% | +16.8% |
| All | +421.5% | +40.2% | +381.3% | +403.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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