-34.1%
CORZ vs URA
-27.8%
-6.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +6.2% | +2.0% | +2.7% |
| 7D | +1.7% | +4.3% | -2.6% | -1.5% |
| 30D | -17.5% | -11.7% | -5.7% | -7.1% |
| 3M | -39.5% | -23.5% | -15.9% | -23.6% |
| 6M | -44.5% | -37.8% | -6.7% | -19.3% |
| YTD | -12.6% | -19.6% | +7.0% | -6.1% |
| All | -34.1% | -27.8% | -6.2% | -24.0% |
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