+318.0%
CORZ vs SONY
+36.2%
+281.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -1.9% | -1.5% |
| 7D | +26.4% | -3.2% | +29.6% | +27.3% |
| 30D | -6.8% | +9.6% | -16.4% | -9.8% |
| 3M | -31.1% | +13.3% | -44.4% | -34.3% |
| 6M | -36.9% | +20.3% | -57.2% | -42.0% |
| YTD | -1.2% | +4.1% | -5.4% | -3.6% |
| 1Y | -12.5% | -11.9% | -0.6% | -8.2% |
| All | +318.0% | +36.2% | +281.9% | +190.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling