+269.8%
CORZ vs TECH
+1.2%
+268.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.1% | +8.1% | +8.1% |
| 7D | +1.7% | +0.2% | +1.5% | +1.7% |
| 30D | -17.5% | +0.5% | -18.0% | -17.5% |
| 3M | -39.5% | +0.9% | -40.3% | -39.6% |
| 6M | -44.5% | +51.0% | -95.5% | -50.0% |
| YTD | -12.6% | +24.4% | -37.0% | -18.6% |
| 1Y | -37.0% | +27.6% | -64.6% | -42.0% |
| All | +269.8% | +1.2% | +268.5% | +281.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling