+404.9%
CORZ vs FWONK
+40.0%
+364.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.4% | -2.6% | -3.9% |
| 7D | -3.0% | -1.5% | -1.4% | -2.9% |
| 30D | -12.1% | -6.8% | -5.3% | -11.9% |
| 3M | -32.4% | +7.7% | -40.1% | -33.4% |
| 6M | +12.4% | +11.0% | +1.4% | +9.7% |
| YTD | +19.3% | -3.1% | +22.4% | +19.7% |
| 1Y | +8.6% | -3.5% | +12.1% | +8.9% |
| All | +404.9% | +40.0% | +364.9% | +387.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling