+425.9%
CORZ vs SONY
+19.7%
+406.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -3.3% |
| 7D | +7.6% | -4.9% | +12.5% | +9.3% |
| 30D | -6.9% | -1.6% | -5.3% | -6.7% |
| 3M | -33.0% | +10.0% | -43.0% | -36.7% |
| 6M | +19.3% | +8.4% | +10.9% | +13.2% |
| YTD | +24.2% | -8.4% | +32.7% | +27.0% |
| 1Y | +24.5% | -18.4% | +42.9% | +32.6% |
| All | +425.9% | +19.7% | +406.2% | +282.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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