+146.1%
LITE vs CORZ
-18.5%
+164.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.3% | -2.3% | -2.8% |
| 7D | +22.6% | +26.4% | -3.8% | +5.6% |
| 30D | -36.8% | -6.8% | -30.0% | -33.7% |
| 3M | -33.0% | -31.1% | -1.9% | -16.2% |
| 6M | -37.1% | -36.9% | -0.2% | -18.1% |
| YTD | +69.5% | -1.2% | +70.7% | +57.8% |
| 1Y | +146.1% | -12.5% | +158.6% | +163.0% |
| All | +146.1% | -18.5% | +164.6% | +163.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling