-12.5%
CORZ vs SOLS
+44.7%
-57.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.4% | -0.9% |
| 7D | +26.4% | +20.8% | +5.5% | +16.5% |
| 30D | -6.8% | +9.2% | -16.0% | -9.6% |
| 3M | -31.1% | +7.1% | -38.2% | -32.7% |
| 6M | -36.9% | -23.7% | -13.2% | -32.4% |
| YTD | -1.2% | +37.3% | -38.6% | -15.9% |
| 1Y | -12.5% | +42.2% | -54.7% | -26.0% |
| All | -12.5% | +44.7% | -57.2% | -26.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling