+241.9%
CORZ vs NDAQ
+89.2%
+152.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.3% | +3.1% | +3.2% |
| 7D | -11.2% | +0.8% | -12.1% | -11.8% |
| 30D | -26.2% | +16.5% | -42.7% | -32.7% |
| 3M | -44.1% | +13.5% | -57.6% | -48.4% |
| 6M | -52.3% | +20.9% | -73.2% | -58.4% |
| YTD | -19.2% | +11.4% | -30.6% | -25.2% |
| 1Y | -42.9% | +25.9% | -68.8% | -53.6% |
| All | +241.9% | +89.2% | +152.7% | +85.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling