-12.5%
CORZ vs SMTC
+59.8%
-72.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.6% | +3.3% | +0.9% |
| 7D | +26.4% | +30.5% | -4.1% | +10.9% |
| 30D | -6.8% | -30.9% | +24.1% | +9.3% |
| 3M | -31.1% | -14.7% | -16.4% | -28.2% |
| 6M | -36.9% | -9.6% | -27.3% | -38.6% |
| YTD | -1.2% | +62.1% | -63.3% | -31.5% |
| 1Y | -12.5% | +66.6% | -79.1% | -40.9% |
| All | -12.5% | +59.8% | -72.4% | -40.9% |
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