-4.2%
CORZ vs QID
-20.9%
+16.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | +3.8% |
| 7D | +23.5% | -7.1% | +30.6% | +15.2% |
| 30D | +7.5% | +12.6% | -5.2% | +27.7% |
| 3M | -26.6% | +14.2% | -40.8% | -9.5% |
| 6M | -39.5% | +6.2% | -45.7% | -27.9% |
| YTD | -0.3% | -21.8% | +21.5% | -10.9% |
| 1Y | -4.2% | -23.1% | +18.9% | -15.1% |
| All | -4.2% | -20.9% | +16.6% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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