+269.8%
CORZ vs SPMO
+91.6%
+178.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +4.4% | +3.8% | 0.0% |
| 7D | +1.7% | -1.9% | +3.7% | +6.0% |
| 30D | -17.5% | -14.1% | -3.4% | +11.2% |
| 3M | -39.5% | -13.1% | -26.4% | -19.6% |
| 6M | -44.5% | -9.4% | -35.1% | -32.9% |
| YTD | -12.6% | +9.5% | -22.1% | -25.7% |
| 1Y | -37.0% | +10.5% | -47.5% | -47.0% |
| All | +269.8% | +91.6% | +178.2% | +45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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