+322.1%
CORZ vs SPXU
-73.8%
+395.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.2% | +2.0% |
| 7D | +23.5% | -7.6% | +31.0% | +16.6% |
| 30D | +7.5% | +5.3% | +2.1% | +15.7% |
| 3M | -26.6% | +9.6% | -36.2% | -17.1% |
| 6M | -39.5% | -4.5% | -35.0% | -36.9% |
| YTD | -0.3% | -25.9% | +25.6% | -10.3% |
| 1Y | -4.2% | -28.9% | +24.6% | -15.6% |
| All | +322.1% | -73.8% | +395.9% | +159.9% |
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