+404.9%
CORZ vs UUUU
+79.3%
+325.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -6.3% | +2.3% | -2.2% |
| 7D | -3.0% | -5.0% | +2.1% | -1.5% |
| 30D | -12.1% | -7.8% | -4.3% | -10.3% |
| 3M | -32.4% | -0.4% | -31.9% | -32.5% |
| 6M | +12.4% | -32.9% | +45.2% | +22.0% |
| YTD | +19.3% | -6.3% | +25.6% | +19.5% |
| 1Y | +8.6% | +7.9% | +0.7% | -0.2% |
| All | +404.9% | +79.3% | +325.6% | +202.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling