-3.8%
CORZ vs SOLS
+20.3%
-24.1%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.0% | -1.4% | -2.8% |
| 7D | +7.6% | +3.7% | +3.9% | +6.5% |
| 30D | -6.9% | +5.0% | -12.0% | -8.4% |
| 3M | -33.0% | -21.1% | -11.9% | -29.2% |
| 6M | +19.3% | -14.2% | +33.5% | +22.1% |
| YTD | +24.2% | +30.6% | -6.4% | +13.2% |
| All | -3.8% | +20.3% | -24.1% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 10y: compounded portfolio wealth divided by compounded SOLS 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…
10y analysis · Full analysis span regression · 6 months rolling