+100.2%
QLD vs CORZ
+159.1%
-58.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.3% |
| 7D | +12.5% | +26.4% | -13.9% | +6.3% |
| 30D | -15.7% | -6.8% | -8.9% | -14.8% |
| 3M | -11.9% | -31.1% | +19.2% | -5.0% |
| 6M | -10.3% | -36.9% | +26.6% | -2.3% |
| YTD | +15.6% | -1.2% | +16.8% | +13.4% |
| 1Y | +12.1% | -12.5% | +24.7% | +12.3% |
| All | +100.2% | +159.1% | -58.9% | +56.5% |
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 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