+231.7%
NOK vs CORZ
+213.0%
+18.8%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.0% | +2.7% | -0.9% |
| 7D | +8.7% | -3.0% | +11.7% | +9.0% |
| 30D | +12.5% | -12.1% | +24.6% | +14.0% |
| 3M | -20.7% | -32.4% | +11.6% | -18.1% |
| 6M | +36.2% | +12.4% | +23.8% | +36.9% |
| YTD | +64.1% | +19.3% | +44.8% | +64.3% |
| 1Y | +132.4% | +8.6% | +123.8% | +133.3% |
| All | +231.7% | +213.0% | +18.8% | +202.0% |
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