+404.9%
CORZ vs QSR
+9.1%
+395.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.3% | -4.0% |
| 7D | -3.0% | -4.7% | +1.7% | -3.0% |
| 30D | -12.1% | +4.3% | -16.4% | -12.0% |
| 3M | -32.4% | +5.4% | -37.8% | -32.5% |
| 6M | +12.4% | +8.2% | +4.2% | +10.6% |
| YTD | +19.3% | +14.1% | +5.2% | +15.7% |
| 1Y | +8.6% | +28.1% | -19.5% | +0.3% |
| All | +404.9% | +9.1% | +395.8% | +365.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 10y: compounded portfolio wealth divided by compounded QSR 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…
10y analysis · Full analysis span regression · 6 months rolling