-15.9%
CORZ vs SMTC
+66.6%
-82.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +10.3% | +0.6% | +6.0% |
| 7D | +14.2% | +12.9% | +1.3% | +7.2% |
| 30D | -3.0% | -25.6% | +22.6% | +10.0% |
| 3M | -26.3% | -4.5% | -21.7% | -27.2% |
| 6M | -36.5% | -8.3% | -28.2% | -38.7% |
| YTD | +0.1% | +69.9% | -69.9% | -32.4% |
| 1Y | -15.9% | +73.9% | -89.8% | -44.6% |
| All | -15.9% | +66.6% | -82.5% | -44.6% |
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