+425.9%
CORZ vs KVUE
-4.7%
+430.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.5% | +0.1% | -3.4% |
| 7D | +7.6% | -7.2% | +14.8% | +7.7% |
| 30D | -6.9% | -5.7% | -1.3% | -6.9% |
| 3M | -33.0% | +0.2% | -33.2% | -33.5% |
| 6M | +19.3% | 0.0% | +19.3% | +18.5% |
| YTD | +24.2% | +6.5% | +17.7% | +22.7% |
| 1Y | +24.5% | -1.4% | +25.9% | +24.1% |
| All | +425.9% | -4.7% | +430.5% | +381.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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