-44.8%
PDD vs CORZ
+237.5%
-282.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.7% | -7.7% | -3.2% |
| 7D | -4.1% | +16.6% | -20.7% | -4.9% |
| 30D | -13.1% | -10.9% | -2.2% | -12.6% |
| 3M | -3.5% | -31.0% | +27.5% | -1.9% |
| 6M | -21.8% | +26.0% | -47.8% | -23.7% |
| YTD | -29.7% | +28.6% | -58.3% | -31.5% |
| 1Y | -36.2% | +34.5% | -70.7% | -38.3% |
| All | -44.8% | +237.5% | -282.3% | -52.5% |
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