+2,423.9%
MUU vs CORZ
+45.3%
+2,378.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.0% | -5.3% | -6.1% |
| 7D | +3.6% | -3.0% | +6.5% | +5.8% |
| 30D | +22.3% | -12.1% | +34.4% | +35.1% |
| 3M | -8.2% | -32.4% | +24.2% | +29.9% |
| 6M | +256.3% | +12.4% | +244.0% | +280.6% |
| YTD | +534.4% | +19.3% | +515.1% | +553.4% |
| 1Y | +2,163.5% | +8.6% | +2,154.9% | +2,382.0% |
| All | +2,423.9% | +45.3% | +2,378.6% | +1,913.1% |
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