+444.5%
CORZ vs SU
+132.9%
+311.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.8% | +3.9% | +4.5% |
| 7D | +16.6% | -1.0% | +17.5% | +16.9% |
| 30D | -10.9% | +13.7% | -24.5% | -14.4% |
| 3M | -31.0% | +8.0% | -39.0% | -32.7% |
| 6M | +26.0% | +21.0% | +5.0% | +15.2% |
| YTD | +28.6% | +56.2% | -27.6% | +6.0% |
| 1Y | +34.5% | +72.2% | -37.7% | +6.4% |
| All | +444.5% | +132.9% | +311.6% | +411.6% |
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