-47.8%
CORZ vs SUI
+1.3%
-49.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | +0.7% | -11.5% | -10.1% |
| 7D | -21.1% | +8.8% | -29.9% | -13.8% |
| 30D | -31.8% | +8.9% | -40.7% | -25.1% |
| 3M | -47.7% | +2.0% | -49.8% | -44.9% |
| 6M | -48.7% | -0.6% | -48.1% | -46.1% |
| YTD | -21.8% | +1.3% | -23.2% | -16.9% |
| 1Y | -47.8% | +1.3% | -49.1% | -44.6% |
| All | -47.8% | +1.3% | -49.1% | -44.6% |
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