+281.7%
CORZ vs NDAQ
+94.3%
+187.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.4% | +1.8% | +2.5% |
| 7D | -7.8% | +2.9% | -10.6% | -9.1% |
| 30D | -14.8% | +17.5% | -32.3% | -22.5% |
| 3M | -32.5% | +15.4% | -47.9% | -38.1% |
| 6M | -42.7% | +24.6% | -67.3% | -50.9% |
| YTD | -9.8% | +14.4% | -24.2% | -17.6% |
| 1Y | -31.9% | +26.9% | -58.9% | -44.2% |
| All | +281.7% | +94.3% | +187.4% | +104.1% |
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