+24.5%
CORZ vs SIRI
+22.5%
+2.0%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -3.5% |
| 7D | +7.6% | -3.9% | +11.5% | +7.2% |
| 30D | -6.9% | -0.8% | -6.1% | -7.2% |
| 3M | -33.0% | +4.3% | -37.3% | -33.8% |
| 6M | +19.3% | +34.1% | -14.7% | +23.0% |
| YTD | +24.2% | +47.3% | -23.1% | +30.2% |
| 1Y | +24.5% | +22.9% | +1.6% | +23.9% |
| All | +24.5% | +22.5% | +2.0% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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