+992.5%
LITE vs CORZ
+161.6%
+830.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.0% | -5.5% | -4.9% |
| 7D | +10.8% | +23.5% | -12.7% | +2.6% |
| 30D | -33.4% | +7.5% | -40.9% | -34.6% |
| 3M | -32.2% | -26.6% | -5.6% | -23.9% |
| 6M | -42.1% | -39.5% | -2.6% | -30.8% |
| YTD | +61.9% | -0.3% | +62.1% | +64.2% |
| 1Y | +163.0% | -4.2% | +167.2% | +170.8% |
| All | +992.5% | +161.6% | +830.9% | +866.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling