+176.9%
SE vs CORZ
+225.9%
-49.0%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.4% | -0.7% | -3.7% |
| 7D | -3.6% | +7.6% | -11.2% | -4.5% |
| 30D | -5.3% | -6.9% | +1.6% | -4.6% |
| 3M | +28.1% | -33.0% | +61.1% | +33.2% |
| 6M | +20.7% | +19.3% | +1.3% | +16.3% |
| YTD | -14.8% | +24.2% | -39.0% | -18.4% |
| 1Y | -43.6% | +24.5% | -68.1% | -46.2% |
| All | +176.9% | +225.9% | -49.0% | +139.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling