-41.3%
CORZ vs SU
+88.1%
-129.4%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -4.5% | -5.9% | -10.5% |
| 7D | -14.9% | -7.1% | -7.8% | -15.1% |
| 30D | -23.1% | +4.8% | -27.9% | -22.6% |
| 3M | -44.1% | +12.5% | -56.6% | -43.7% |
| 6M | -39.5% | +6.5% | -46.0% | -39.2% |
| YTD | -12.4% | +65.8% | -78.2% | -33.2% |
| 1Y | -41.3% | +86.2% | -127.5% | -56.7% |
| All | -41.3% | +88.1% | -129.4% | -56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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