-41.3%
CORZ vs SHAK
-21.2%
-20.1%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +3.8% | -14.2% | -10.9% |
| 7D | -14.9% | +8.3% | -23.3% | -16.3% |
| 30D | -23.1% | +16.7% | -39.8% | -25.2% |
| 3M | -44.1% | +10.0% | -54.0% | -45.1% |
| 6M | -39.5% | -23.8% | -15.7% | -34.1% |
| YTD | -12.4% | -10.3% | -2.1% | -8.5% |
| 1Y | -41.3% | -22.9% | -18.4% | -37.8% |
| All | -41.3% | -21.2% | -20.1% | -37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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