+322.1%
CORZ vs QID
-63.6%
+385.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | +3.5% |
| 7D | +23.5% | -7.1% | +30.6% | +16.0% |
| 30D | +7.5% | +12.6% | -5.2% | +25.8% |
| 3M | -26.6% | +14.2% | -40.8% | -11.1% |
| 6M | -39.5% | +6.2% | -45.7% | -27.9% |
| YTD | -0.3% | -21.8% | +21.5% | -6.1% |
| 1Y | -4.2% | -23.1% | +18.9% | -10.1% |
| All | +322.1% | -63.6% | +385.7% | +194.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling