-4.2%
CORZ vs SU
+61.1%
-65.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.9% |
| 7D | +23.5% | +1.7% | +21.8% | +23.3% |
| 30D | +7.5% | -7.9% | +15.3% | +7.8% |
| 3M | -26.6% | +7.5% | -34.1% | -26.5% |
| 6M | -39.5% | +7.2% | -46.7% | -38.9% |
| YTD | -0.3% | +60.9% | -61.2% | -34.3% |
| 1Y | -4.2% | +63.6% | -67.9% | -36.3% |
| All | -4.2% | +61.1% | -65.4% | -36.3% |
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