-48.8%
SE vs CORZ
-41.7%
-7.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -10.4% | +14.8% | +6.1% |
| 7D | +6.7% | -14.9% | +21.6% | +9.1% |
| 30D | -17.2% | -23.1% | +5.9% | -14.0% |
| 3M | -28.0% | -44.1% | +16.0% | -21.4% |
| 6M | -6.1% | -39.5% | +33.4% | -1.3% |
| YTD | -37.1% | -12.4% | -24.8% | -40.9% |
| 1Y | -48.8% | -41.3% | -7.5% | -46.1% |
| All | -48.8% | -41.7% | -7.1% | -46.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling