+425.9%
CORZ vs SU
+136.7%
+289.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.7% | -5.1% | -3.9% |
| 7D | +7.6% | +1.6% | +6.0% | +7.1% |
| 30D | -6.9% | +10.7% | -17.7% | -9.8% |
| 3M | -33.0% | +13.5% | -46.5% | -35.7% |
| 6M | +19.3% | +21.8% | -2.5% | +9.0% |
| YTD | +24.2% | +58.8% | -34.6% | +1.9% |
| 1Y | +24.5% | +72.0% | -47.5% | -1.2% |
| All | +425.9% | +136.7% | +289.1% | +391.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling