+489.9%
LITE vs CORZ
+31.5%
+458.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.1% | +4.0% |
| 7D | -1.5% | +8.4% | -9.9% | -6.1% |
| 30D | +6.7% | -17.8% | +24.5% | +18.8% |
| 3M | -6.8% | -35.9% | +29.1% | +15.5% |
| 6M | +29.4% | +12.9% | +16.5% | +23.2% |
| YTD | +139.1% | +22.9% | +116.2% | +106.3% |
| All | +489.9% | +31.5% | +458.3% | +354.4% |
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