+281.7%
CORZ vs SU
+132.4%
+149.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.5% | +2.8% | +3.1% |
| 7D | -7.8% | -10.2% | +2.4% | -5.3% |
| 30D | -14.8% | -6.2% | -8.6% | -13.4% |
| 3M | -32.5% | +8.7% | -41.2% | -34.3% |
| 6M | -42.7% | +7.2% | -49.9% | -44.2% |
| YTD | -9.8% | +55.9% | -65.7% | -25.9% |
| 1Y | -31.9% | +60.4% | -92.3% | -44.6% |
| All | +281.7% | +132.4% | +149.3% | +257.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling