-44.2%
SE vs CORZ
+13.8%
-58.0%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.0% | +3.0% | -0.3% |
| 7D | -4.8% | -3.0% | -1.8% | -4.3% |
| 30D | -18.1% | -12.1% | -6.0% | -16.6% |
| 3M | +30.6% | -32.4% | +63.0% | +37.9% |
| 6M | +20.8% | +12.4% | +8.4% | +13.2% |
| YTD | -15.6% | +19.3% | -34.9% | -21.6% |
| 1Y | -44.2% | +8.6% | -52.8% | -43.9% |
| All | -44.2% | +13.8% | -58.0% | -43.9% |
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 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