+322.1%
CORZ vs NXT
+101.5%
+220.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.6% | +0.5% |
| 7D | +23.5% | -9.4% | +32.9% | +27.0% |
| 30D | +7.5% | +15.1% | -7.6% | +2.0% |
| 3M | -26.6% | -9.1% | -17.5% | -25.2% |
| 6M | -39.5% | -30.3% | -9.2% | -34.6% |
| YTD | -0.3% | +9.1% | -9.4% | -6.2% |
| 1Y | -4.2% | +7.9% | -12.1% | -9.7% |
| All | +322.1% | +101.5% | +220.6% | +253.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling