+18.0%
QQQM vs CORZ
+12.8%
+5.2%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.3% | -2.4% | +0.3% |
| 7D | -0.6% | +0.3% | -0.8% | -0.7% |
| 30D | -1.2% | -14.0% | +12.8% | +1.2% |
| 3M | -0.1% | -34.1% | +34.0% | +7.2% |
| 6M | +18.0% | +8.5% | +9.5% | +10.9% |
| All | +18.0% | +12.8% | +5.2% | +10.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling