+31.4%
CORZ vs SMTC
+154.8%
-123.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +9.2% | -9.3% | -4.0% |
| 7D | +8.4% | +12.7% | -4.4% | +2.8% |
| 30D | -17.8% | +22.0% | -39.8% | -25.7% |
| 3M | -35.9% | -12.7% | -23.2% | -34.9% |
| 6M | +12.9% | +64.8% | -51.8% | -14.6% |
| YTD | +22.9% | +100.7% | -77.8% | -14.0% |
| 1Y | +31.4% | +146.9% | -115.5% | -11.3% |
| All | +31.4% | +154.8% | -123.4% | -11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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