+95.3%
QLD vs CORZ
+161.6%
-66.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.0% | -3.4% | -2.7% |
| 7D | +7.0% | +23.5% | -16.5% | +1.7% |
| 30D | -14.3% | +7.5% | -21.8% | -16.1% |
| 3M | -16.0% | -26.6% | +10.6% | -10.6% |
| 6M | -14.2% | -39.5% | +25.3% | -5.7% |
| YTD | +12.8% | -0.3% | +13.0% | +10.3% |
| 1Y | +14.1% | -4.2% | +18.3% | +12.1% |
| All | +95.3% | +161.6% | -66.3% | +52.3% |
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