+188.7%
SE vs CORZ
+237.5%
-48.8%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.7% | -3.6% | +0.5% |
| 7D | +0.6% | +16.6% | -15.9% | -1.3% |
| 30D | -0.1% | -10.9% | +10.8% | +1.1% |
| 3M | +34.1% | -31.0% | +65.1% | +38.9% |
| 6M | +23.2% | +26.0% | -2.8% | +18.0% |
| YTD | -11.2% | +28.6% | -39.8% | -15.3% |
| 1Y | -40.5% | +34.5% | -75.0% | -43.8% |
| All | +188.7% | +237.5% | -48.8% | +148.8% |
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