-41.3%
CORZ vs NDAQ
+28.8%
-70.1%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +2.6% | -12.9% | -10.2% |
| 7D | -14.9% | +3.9% | -18.9% | -14.7% |
| 30D | -23.1% | +19.0% | -42.1% | -22.9% |
| 3M | -44.1% | +17.6% | -61.6% | -44.0% |
| 6M | -39.5% | +21.0% | -60.5% | -38.7% |
| YTD | -12.4% | +14.1% | -26.5% | -10.5% |
| 1Y | -41.3% | +29.4% | -70.7% | -48.0% |
| All | -41.3% | +28.8% | -70.1% | -48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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