+420.1%
CORZ vs XME
+105.9%
+314.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.3% |
| 7D | +8.4% | -0.1% | +8.5% | +8.4% |
| 30D | -17.8% | +6.0% | -23.8% | -22.9% |
| 3M | -35.9% | -7.7% | -28.2% | -31.0% |
| 6M | +12.9% | +1.0% | +12.0% | +11.1% |
| YTD | +22.9% | +14.6% | +8.2% | +6.9% |
| 1Y | +31.4% | +46.0% | -14.6% | -13.7% |
| All | +420.1% | +105.9% | +314.2% | +112.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling