+31.4%
CORZ vs WU
-8.3%
+39.6%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | -0.1% |
| 7D | +8.4% | -0.8% | +9.2% | +8.3% |
| 30D | -17.8% | -1.1% | -16.7% | -17.9% |
| 3M | -35.9% | -3.9% | -32.0% | -36.7% |
| 6M | +12.9% | -20.7% | +33.6% | +10.5% |
| YTD | +22.9% | -18.4% | +41.2% | +20.4% |
| 1Y | +31.4% | -8.1% | +39.4% | +23.7% |
| All | +31.4% | -8.3% | +39.6% | +23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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