-11.6%
CORZ vs SUNB
+15.8%
-27.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +2.4% | +8.6% | +9.6% |
| 7D | +14.2% | +3.2% | +11.0% | +12.5% |
| 30D | -3.0% | +10.3% | -13.3% | -6.9% |
| 3M | -26.3% | +3.9% | -30.1% | -27.1% |
| 6M | -36.5% | +17.5% | -54.0% | -40.5% |
| All | -11.6% | +15.8% | -27.4% | -16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 SUNB 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