+322.1%
CORZ vs SMTC
+407.0%
-84.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.1% | +5.0% | +2.7% |
| 7D | +23.5% | +11.0% | +12.4% | +18.1% |
| 30D | +7.5% | -28.5% | +36.0% | +22.3% |
| 3M | -26.6% | -14.2% | -12.4% | -23.8% |
| 6M | -39.5% | -18.0% | -21.5% | -37.5% |
| YTD | -0.3% | +55.5% | -55.8% | -21.7% |
| 1Y | -4.2% | +69.5% | -73.8% | -27.3% |
| All | +322.1% | +407.0% | -84.9% | +102.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling