-41.3%
CORZ vs SUI
+1.6%
-43.0%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +5.2% | -15.5% | -5.4% |
| 7D | -14.9% | +10.0% | -25.0% | -6.3% |
| 30D | -23.1% | +8.4% | -31.5% | -16.1% |
| 3M | -44.1% | +0.7% | -44.7% | -41.8% |
| 6M | -39.5% | -0.9% | -38.6% | -37.0% |
| YTD | -12.4% | +0.6% | -13.0% | -7.5% |
| 1Y | -41.3% | +0.8% | -42.1% | -38.2% |
| All | -41.3% | +1.6% | -43.0% | -38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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