-41.3%
CORZ vs XME
+5.2%
-46.5%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -1.0% | -9.4% | -9.3% |
| 7D | -14.9% | -5.5% | -9.5% | -9.5% |
| 30D | -23.1% | -11.1% | -12.0% | -12.3% |
| 3M | -44.1% | -11.1% | -32.9% | -36.9% |
| 6M | -39.5% | -18.0% | -21.5% | -26.2% |
| YTD | -12.4% | -7.4% | -5.0% | -9.1% |
| 1Y | -41.3% | +6.7% | -48.0% | -47.0% |
| All | -41.3% | +5.2% | -46.5% | -47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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