+444.5%
CORZ vs PSA
+13.2%
+431.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.1% | +4.8% | +4.7% |
| 7D | +16.6% | -0.4% | +17.0% | +16.6% |
| 30D | -10.9% | -8.2% | -2.7% | -9.9% |
| 3M | -31.0% | -2.1% | -28.9% | -31.7% |
| 6M | +26.0% | -0.2% | +26.2% | +23.1% |
| YTD | +28.6% | +18.5% | +10.1% | +20.1% |
| 1Y | +34.5% | +6.6% | +27.9% | +28.6% |
| All | +444.5% | +13.2% | +431.2% | +378.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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