-12.5%
CORZ vs URI
+34.6%
-47.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -0.8% |
| 7D | +26.4% | +9.3% | +17.0% | +21.4% |
| 30D | -6.8% | +7.6% | -14.4% | -8.9% |
| 3M | -31.1% | +1.0% | -32.1% | -31.2% |
| 6M | -36.9% | +19.8% | -56.8% | -40.0% |
| YTD | -1.2% | +41.9% | -43.1% | -18.6% |
| 1Y | -12.5% | +33.4% | -45.9% | -25.8% |
| All | -12.5% | +34.6% | -47.1% | -25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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