+318.0%
CORZ vs NXT
+98.5%
+219.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.9% | +5.6% | +0.8% |
| 7D | +26.4% | -6.0% | +32.4% | +28.5% |
| 30D | -6.8% | +5.4% | -12.2% | -8.9% |
| 3M | -31.1% | -9.7% | -21.4% | -29.6% |
| 6M | -36.9% | -25.3% | -11.6% | -33.2% |
| YTD | -1.2% | +7.5% | -8.7% | -6.7% |
| 1Y | -12.5% | -3.0% | -9.5% | -15.0% |
| All | +318.0% | +98.5% | +219.5% | +251.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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