-24.2%
CORZ vs LTH
+89.8%
-113.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.1% | +2.1% | +3.0% |
| 7D | -7.8% | +6.4% | -14.2% | -9.0% |
| 30D | -14.8% | +16.7% | -31.5% | -17.7% |
| 3M | -32.5% | +11.7% | -44.1% | -34.2% |
| 6M | -42.7% | +48.5% | -91.2% | -52.0% |
| YTD | -9.8% | +78.4% | -88.2% | -30.5% |
| All | -24.2% | +89.8% | -113.9% | -41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 1y: compounded portfolio wealth divided by compounded LTH 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…
1y analysis · Full analysis span regression · 6 months rolling