-10.6%
CORZ vs SNDU
-33.0%
+22.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -11.4% | +12.4% | +3.3% |
| 7D | +23.5% | +9.0% | +14.5% | +20.6% |
| 30D | +7.5% | -67.4% | +74.9% | +28.8% |
| 3M | -26.6% | -75.6% | +49.0% | -9.5% |
| 6M | -39.5% | -84.0% | +44.5% | -31.4% |
| All | -10.6% | -33.0% | +22.4% | -27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SNDU.
Daily Out/Under-Performance
Portfolio return minus SNDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNDU 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 SNDU 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