+322.1%
CORZ vs PSLV
+103.9%
+218.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.3% | +3.3% | +1.7% |
| 7D | +23.5% | -6.3% | +29.8% | +26.1% |
| 30D | +7.5% | -12.7% | +20.1% | +12.4% |
| 3M | -26.6% | -24.7% | -1.8% | -19.2% |
| 6M | -39.5% | -44.6% | +5.1% | -27.8% |
| YTD | -0.3% | -33.3% | +33.0% | +6.8% |
| 1Y | -4.2% | -8.6% | +4.4% | -10.7% |
| All | +322.1% | +103.9% | +218.2% | +170.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling