+24.5%
CORZ vs QID
-35.9%
+60.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.5% | -3.9% | -2.9% |
| 7D | +7.6% | -1.9% | +9.5% | +5.7% |
| 30D | -6.9% | +1.7% | -8.7% | -4.8% |
| 3M | -33.0% | -3.9% | -29.1% | -33.2% |
| 6M | +19.3% | -30.0% | +49.3% | -9.7% |
| YTD | +24.2% | -28.2% | +52.5% | -1.9% |
| 1Y | +24.5% | -35.6% | +60.1% | -8.6% |
| All | +24.5% | -35.9% | +60.4% | -8.6% |
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