+444.5%
CORZ vs XHB
+7.8%
+436.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.4% | +7.1% | +6.4% |
| 7D | +16.6% | +0.2% | +16.4% | +16.3% |
| 30D | -10.9% | -9.1% | -1.8% | -4.9% |
| 3M | -31.0% | -2.3% | -28.7% | -30.6% |
| 6M | +26.0% | -4.1% | +30.2% | +28.5% |
| YTD | +28.6% | -1.7% | +30.3% | +28.1% |
| 1Y | +34.5% | -15.1% | +49.6% | +48.8% |
| All | +444.5% | +7.8% | +436.7% | +387.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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