+420.1%
CORZ vs SU
+130.9%
+289.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.1% |
| 7D | +8.4% | +3.6% | +4.8% | +7.2% |
| 30D | -17.8% | +7.9% | -25.7% | -19.8% |
| 3M | -35.9% | +3.5% | -39.4% | -36.5% |
| 6M | +12.9% | +19.0% | -6.0% | +3.9% |
| YTD | +22.9% | +55.0% | -32.1% | +1.4% |
| 1Y | +31.4% | +71.2% | -39.9% | +4.1% |
| All | +420.1% | +130.9% | +289.1% | +389.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling