+444.5%
CORZ vs SONY
+20.2%
+424.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -4.2% | +8.9% | +6.1% |
| 7D | +16.6% | -5.2% | +21.7% | +18.5% |
| 30D | -10.9% | +0.3% | -11.2% | -11.3% |
| 3M | -31.0% | +6.2% | -37.2% | -33.6% |
| 6M | +26.0% | +9.5% | +16.5% | +19.1% |
| YTD | +28.6% | -8.1% | +36.7% | +31.3% |
| 1Y | +34.5% | -17.9% | +52.4% | +42.9% |
| All | +444.5% | +20.2% | +424.3% | +295.6% |
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