+425.9%
CORZ vs PSLV
+185.0%
+240.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.4% | -5.8% | -4.2% |
| 7D | +7.6% | +3.3% | +4.3% | +6.5% |
| 30D | -6.9% | +2.1% | -9.1% | -7.5% |
| 3M | -33.0% | +7.1% | -40.2% | -34.7% |
| 6M | +19.3% | -21.6% | +40.9% | +25.9% |
| YTD | +24.2% | -6.7% | +31.0% | +19.0% |
| 1Y | +24.5% | +59.3% | -34.8% | -7.2% |
| All | +425.9% | +185.0% | +240.9% | +201.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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