-12.8%
SE vs CORZ
-35.0%
+22.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +11.0% | -14.6% | -4.6% |
| 7D | -7.7% | +14.2% | -21.9% | -8.9% |
| 30D | -22.8% | -3.0% | -19.8% | -23.0% |
| 3M | -43.7% | -26.3% | -17.5% | -42.8% |
| 6M | -12.8% | -36.5% | +23.7% | -11.8% |
| All | -12.8% | -35.0% | +22.1% | -11.8% |
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 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