+216.2%
MRVL vs CORZ
+213.0%
+3.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.0% | +0.6% | -2.1% |
| 7D | +8.7% | -3.0% | +11.6% | +9.7% |
| 30D | +6.9% | -12.1% | +19.0% | +11.4% |
| 3M | -10.1% | -32.4% | +22.3% | +1.8% |
| 6M | +143.4% | +12.4% | +131.1% | +138.4% |
| YTD | +167.5% | +19.3% | +148.2% | +153.8% |
| 1Y | +239.0% | +8.6% | +230.3% | +226.7% |
| All | +216.2% | +213.0% | +3.3% | +129.6% |
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