+62.4%
NU vs CORZ
+223.2%
-160.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.3% | -5.9% | -3.1% |
| 7D | -4.9% | +0.3% | -5.2% | -5.0% |
| 30D | +7.8% | -14.0% | +21.9% | +9.9% |
| 3M | +20.9% | -34.1% | +55.0% | +26.7% |
| 6M | +0.9% | +8.5% | -7.6% | -2.1% |
| YTD | -12.7% | +23.2% | -35.9% | -17.0% |
| 1Y | -6.4% | +15.4% | -21.8% | -10.9% |
| All | +62.4% | +223.2% | -160.8% | +29.6% |
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