+66.7%
NU vs CORZ
+225.9%
-159.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.4% | +1.3% | -1.7% |
| 7D | -2.6% | +7.6% | -10.2% | -3.6% |
| 30D | +8.2% | -6.9% | +15.2% | +9.1% |
| 3M | +26.3% | -33.0% | +59.3% | +32.0% |
| 6M | +2.2% | +19.3% | -17.1% | -2.1% |
| YTD | -10.4% | +24.2% | -34.6% | -14.9% |
| 1Y | -3.0% | +24.5% | -27.5% | -8.7% |
| All | +66.7% | +225.9% | -159.3% | +32.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling