+60.1%
DASH vs CORZ
+161.6%
-101.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.7% |
| 7D | -4.5% | +23.5% | -28.0% | -6.8% |
| 30D | -6.8% | +7.5% | -14.3% | -8.1% |
| 3M | -20.7% | -26.6% | +5.9% | -18.7% |
| 6M | +15.1% | -39.5% | +54.6% | +19.3% |
| YTD | -24.3% | -0.3% | -24.0% | -27.3% |
| 1Y | -12.1% | -4.2% | -7.9% | -15.5% |
| All | +60.1% | +161.6% | -101.5% | +34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 5y: compounded portfolio wealth divided by compounded CORZ 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…
5y analysis · Full analysis span regression · 6 months rolling