-41.3%
CORZ vs SMTC
+70.8%
-112.1%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -12.9% | +2.5% | -4.4% |
| 7D | -14.9% | -24.5% | +9.6% | -2.9% |
| 30D | -23.1% | -42.5% | +19.3% | -1.7% |
| 3M | -44.1% | -14.1% | -30.0% | -41.8% |
| 6M | -39.5% | +3.6% | -43.1% | -44.7% |
| YTD | -12.4% | +50.6% | -62.9% | -35.9% |
| 1Y | -41.3% | +72.2% | -113.6% | -60.6% |
| All | -41.3% | +70.8% | -112.1% | -60.6% |
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