+8.6%
CORZ vs SHAK
-37.3%
+45.9%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.1% | -1.9% | -3.7% |
| 7D | -3.0% | -11.0% | +8.0% | -1.3% |
| 30D | -12.1% | -14.0% | +1.9% | -10.1% |
| 3M | -32.4% | +13.3% | -45.6% | -34.3% |
| 6M | +12.4% | -35.3% | +47.7% | +23.1% |
| YTD | +19.3% | -24.0% | +43.3% | +28.6% |
| 1Y | +8.6% | -36.7% | +45.3% | +19.2% |
| All | +8.6% | -37.3% | +45.9% | +19.2% |
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