+322.1%
CORZ vs SONY
+38.3%
+283.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.6% | +0.6% |
| 7D | +23.5% | +0.3% | +23.2% | +23.4% |
| 30D | +7.5% | +11.1% | -3.6% | +3.7% |
| 3M | -26.6% | +14.7% | -41.2% | -30.2% |
| 6M | -39.5% | +18.8% | -58.3% | -43.8% |
| YTD | -0.3% | +5.7% | -6.0% | -3.0% |
| 1Y | -4.2% | -8.1% | +3.8% | -1.1% |
| All | +322.1% | +38.3% | +283.8% | +192.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling