-41.3%
CORZ vs Q
+19.7%
-61.0%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -0.1% | -10.3% | -10.3% |
| 7D | -14.9% | -3.3% | -11.7% | -12.6% |
| 30D | -23.1% | -9.7% | -13.4% | -17.2% |
| 3M | -44.1% | -16.1% | -28.0% | -36.8% |
| 6M | -39.5% | -15.7% | -23.8% | -33.7% |
| YTD | -12.4% | +45.7% | -58.1% | -31.7% |
| 1Y | -41.3% | +18.0% | -59.3% | -52.6% |
| All | -41.3% | +19.7% | -61.0% | -52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 1y: compounded portfolio wealth divided by compounded Q 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…
1y analysis · Full analysis span regression · 6 months rolling