+70.1%
QQQ vs CORZ
+223.2%
-153.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.3% | -2.4% | +0.5% |
| 7D | -0.6% | +0.3% | -0.8% | -0.6% |
| 30D | -1.2% | -14.0% | +12.8% | +0.4% |
| 3M | -0.2% | -34.1% | +33.9% | +3.8% |
| 6M | +17.9% | +8.5% | +9.5% | +15.7% |
| YTD | +16.6% | +23.2% | -6.6% | +12.5% |
| 1Y | +23.0% | +15.4% | +7.6% | +18.8% |
| All | +70.1% | +223.2% | -153.1% | +45.1% |
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