-12.5%
CORZ vs SU
+60.9%
-73.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.8% | -1.3% |
| 7D | +26.4% | +0.3% | +26.0% | +26.3% |
| 30D | -6.8% | -7.9% | +1.1% | -6.3% |
| 3M | -31.1% | +9.2% | -40.3% | -31.3% |
| 6M | -36.9% | +5.5% | -42.4% | -36.2% |
| YTD | -1.2% | +59.5% | -60.7% | -38.0% |
| 1Y | -12.5% | +59.9% | -72.5% | -43.4% |
| All | -12.5% | +60.9% | -73.5% | -43.4% |
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