+13.5%
QCOM vs CORZ
+23.8%
-10.3%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.4% | +4.7% | +1.9% |
| 7D | +4.4% | +7.6% | -3.3% | +3.0% |
| 30D | +9.4% | -6.9% | +16.3% | +10.4% |
| 3M | -13.7% | -33.0% | +19.4% | -7.9% |
| 6M | +28.9% | +19.3% | +9.6% | +27.2% |
| YTD | +4.7% | +24.2% | -19.5% | +2.3% |
| 1Y | +13.5% | +24.5% | -11.0% | +13.6% |
| All | +13.5% | +23.8% | -10.3% | +13.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling