+70.5%
QQQ vs CORZ
+225.9%
-155.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | +0.1% |
| 7D | +1.0% | +7.6% | -6.6% | +0.1% |
| 30D | -0.6% | -6.9% | +6.3% | 0.0% |
| 3M | +1.3% | -33.0% | +34.3% | +5.1% |
| 6M | +18.1% | +19.3% | -1.2% | +14.7% |
| YTD | +16.9% | +24.2% | -7.4% | +12.6% |
| 1Y | +24.0% | +24.5% | -0.5% | +18.8% |
| All | +70.5% | +225.9% | -155.5% | +45.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling