-34.1%
CORZ vs SPXU
-27.0%
-7.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -7.0% | +15.2% | +1.2% |
| 7D | +1.7% | -1.5% | +3.2% | +1.5% |
| 30D | -17.5% | +9.7% | -27.1% | -6.1% |
| 3M | -39.5% | +8.4% | -47.9% | -31.1% |
| 6M | -44.5% | -5.7% | -38.8% | -43.0% |
| YTD | -12.6% | -25.4% | +12.8% | -23.4% |
| All | -34.1% | -27.0% | -7.1% | -42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1y: compounded portfolio wealth divided by compounded SPXU 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…
1y analysis · Full analysis span regression · 6 months rolling