-39.0%
CORZ vs URA
-32.0%
-7.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +4.4% | -1.1% | -0.5% |
| 7D | -11.2% | -4.1% | -7.1% | -7.5% |
| 30D | -26.2% | -19.0% | -7.2% | -10.6% |
| 3M | -44.1% | -25.1% | -19.0% | -28.2% |
| 6M | -52.3% | -44.5% | -7.8% | -23.5% |
| YTD | -19.2% | -24.3% | +5.1% | -8.5% |
| All | -39.0% | -32.0% | -7.0% | -26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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