+281.7%
CORZ vs UUUU
-11.3%
+293.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -7.8% | +11.0% | +5.6% |
| 7D | -7.8% | -6.9% | -0.9% | -5.8% |
| 30D | -14.8% | -32.3% | +17.5% | -4.1% |
| 3M | -32.5% | -52.8% | +20.4% | -16.1% |
| 6M | -42.7% | -68.5% | +25.8% | -22.0% |
| YTD | -9.8% | -53.6% | +43.8% | +10.9% |
| 1Y | -31.9% | -59.1% | +27.2% | -14.5% |
| All | +281.7% | -11.3% | +293.0% | +180.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling