+420.1%
CORZ vs SONY
+25.4%
+394.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | +0.5% |
| 7D | +8.4% | -1.2% | +9.5% | +8.8% |
| 30D | -17.8% | +9.4% | -27.3% | -20.6% |
| 3M | -35.9% | +10.5% | -46.4% | -39.0% |
| 6M | +12.9% | +11.7% | +1.3% | +6.4% |
| YTD | +22.9% | -4.1% | +26.9% | +23.8% |
| 1Y | +31.4% | -11.8% | +43.1% | +35.6% |
| All | +420.1% | +25.4% | +394.6% | +272.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling