+238.8%
NET vs CORZ
+222.3%
+16.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -2.0% |
| 7D | -7.0% | +8.4% | -15.3% | -8.2% |
| 30D | -4.8% | -17.8% | +13.0% | -2.0% |
| 3M | +3.8% | -35.9% | +39.7% | +10.3% |
| 6M | +50.0% | +12.9% | +37.1% | +43.5% |
| YTD | +41.5% | +22.9% | +18.6% | +33.3% |
| 1Y | +32.8% | +31.4% | +1.5% | +23.6% |
| All | +238.8% | +222.3% | +16.4% | +152.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling