-11.4%
CORZ vs SPXU
-26.6%
+15.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -3.9% | +14.9% | +7.0% |
| 7D | +14.2% | +1.5% | +12.6% | +18.6% |
| 30D | -3.0% | +6.4% | -9.3% | +7.4% |
| 3M | -26.3% | +4.2% | -30.5% | -19.0% |
| 6M | -36.5% | -7.8% | -28.7% | -36.0% |
| YTD | +0.1% | -27.5% | +27.6% | -14.4% |
| All | -11.4% | -26.6% | +15.2% | -23.4% |
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