+323.5%
CORZ vs NDAQ
+93.7%
+229.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.3% | +11.3% | +11.1% |
| 7D | +14.2% | 0.0% | +14.2% | +14.4% |
| 30D | -3.0% | +16.3% | -19.3% | -11.3% |
| 3M | -26.3% | +15.8% | -42.1% | -32.5% |
| 6M | -36.5% | +24.8% | -61.3% | -45.7% |
| YTD | +0.1% | +14.1% | -14.0% | -8.4% |
| 1Y | -15.9% | +26.5% | -42.4% | -31.0% |
| All | +323.5% | +93.7% | +229.9% | +126.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling