-10.0%
CORZ vs Q
+71.3%
-81.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.7% | -1.2% |
| 7D | +8.4% | +0.2% | +8.1% | +8.2% |
| 30D | -17.8% | -11.1% | -6.7% | -11.3% |
| 3M | -35.9% | -22.1% | -13.8% | -25.9% |
| 6M | +12.9% | +0.5% | +12.5% | +9.0% |
| YTD | +22.9% | +47.8% | -24.9% | -4.4% |
| All | -10.0% | +71.3% | -81.3% | -27.9% |
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