+444.5%
CORZ vs TRU
+10.6%
+433.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.8% | +7.5% | +5.6% |
| 7D | +16.6% | -7.2% | +23.7% | +19.4% |
| 30D | -10.9% | -2.8% | -8.0% | -10.3% |
| 3M | -31.0% | +13.0% | -44.0% | -36.0% |
| 6M | +26.0% | +0.7% | +25.4% | +22.0% |
| YTD | +28.6% | -9.0% | +37.6% | +29.4% |
| 1Y | +34.5% | -16.3% | +50.8% | +40.2% |
| All | +444.5% | +10.6% | +433.9% | +454.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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