+82.5%
QLD vs CORZ
+111.9%
-29.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.3% | -0.8% | +1.7% |
| 7D | -10.3% | -11.2% | +1.0% | -7.9% |
| 30D | -26.1% | -26.2% | +0.2% | -20.9% |
| 3M | -17.8% | -44.1% | +26.4% | -6.8% |
| 6M | -15.6% | -52.3% | +36.7% | -1.9% |
| YTD | +5.4% | -19.2% | +24.6% | +8.5% |
| 1Y | +5.2% | -42.9% | +48.1% | +15.6% |
| All | +82.5% | +111.9% | -29.4% | +49.8% |
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