+420.1%
CORZ vs WU
-27.1%
+447.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.1% |
| 7D | +8.4% | -0.8% | +9.2% | +8.5% |
| 30D | -17.8% | -1.1% | -16.7% | -17.7% |
| 3M | -35.9% | -3.9% | -32.0% | -36.4% |
| 6M | +12.9% | -20.7% | +33.6% | +16.4% |
| YTD | +22.9% | -18.4% | +41.2% | +25.2% |
| 1Y | +31.4% | -8.1% | +39.4% | +28.5% |
| All | +420.1% | -27.1% | +447.2% | +480.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling