+444.5%
CORZ vs SPXU
-74.8%
+519.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.7% | +3.0% | +6.1% |
| 7D | +16.6% | -1.5% | +18.0% | +15.3% |
| 30D | -10.9% | +3.7% | -14.6% | -7.8% |
| 3M | -31.0% | -9.6% | -21.4% | -34.6% |
| 6M | +26.0% | -32.4% | +58.4% | -1.3% |
| YTD | +28.6% | -28.7% | +57.3% | +7.6% |
| 1Y | +34.5% | -38.2% | +72.7% | +2.9% |
| All | +444.5% | -74.8% | +519.2% | +211.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling