+318.0%
CORZ vs SU
+137.7%
+180.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.8% | -1.4% |
| 7D | +26.4% | +0.3% | +26.0% | +26.2% |
| 30D | -6.8% | -7.9% | +1.1% | -4.9% |
| 3M | -31.1% | +9.2% | -40.3% | -33.0% |
| 6M | -36.9% | +5.5% | -42.4% | -38.1% |
| YTD | -1.2% | +59.5% | -60.7% | -19.2% |
| 1Y | -12.5% | +59.9% | -72.5% | -28.5% |
| All | +318.0% | +137.7% | +180.4% | +289.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling