+318.0%
CORZ vs UUUU
-12.1%
+330.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.6% | +2.3% | -0.2% |
| 7D | +26.4% | +1.4% | +25.0% | +25.7% |
| 30D | -6.8% | -27.9% | +21.1% | +3.2% |
| 3M | -31.1% | -53.8% | +22.7% | -13.8% |
| 6M | -36.9% | -68.1% | +31.2% | -14.2% |
| YTD | -1.2% | -54.1% | +52.8% | +21.9% |
| 1Y | -12.5% | -57.8% | +45.2% | +9.3% |
| All | +318.0% | -12.1% | +330.1% | +208.1% |
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