+322.1%
CORZ vs UUUU
-13.3%
+335.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.3% | +1.4% |
| 7D | +23.5% | -1.1% | +24.5% | +23.7% |
| 30D | +7.5% | -21.0% | +28.5% | +15.6% |
| 3M | -26.6% | -54.8% | +28.2% | -7.6% |
| 6M | -39.5% | -67.3% | +27.8% | -18.1% |
| YTD | -0.3% | -54.7% | +54.4% | +23.6% |
| 1Y | -4.2% | -57.4% | +53.2% | +19.6% |
| All | +322.1% | -13.3% | +335.4% | +212.4% |
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