+941.4%
HOOD vs CORZ
+223.2%
+718.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.3% | -4.0% | -1.8% |
| 7D | -7.8% | +0.3% | -8.1% | -8.0% |
| 30D | +18.6% | -14.0% | +32.6% | +24.4% |
| 3M | +22.1% | -34.1% | +56.1% | +36.8% |
| 6M | +43.1% | +8.5% | +34.6% | +33.0% |
| YTD | -0.5% | +23.2% | -23.7% | -11.4% |
| 1Y | -4.4% | +15.4% | -19.8% | -13.3% |
| All | +941.4% | +223.2% | +718.1% | +539.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling