+318.0%
CORZ vs TECH
+1.2%
+316.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.3% |
| 7D | +26.4% | +0.2% | +26.1% | +26.3% |
| 30D | -6.8% | +0.5% | -7.3% | -6.9% |
| 3M | -31.1% | +1.0% | -32.1% | -31.2% |
| 6M | -36.9% | +54.1% | -91.0% | -43.5% |
| YTD | -1.2% | +24.4% | -25.6% | -7.9% |
| 1Y | -12.5% | +19.3% | -31.8% | -17.3% |
| All | +318.0% | +1.2% | +316.8% | +331.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling