+193.2%
SLV vs CORZ
+225.9%
-32.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.4% | +5.7% | +2.6% |
| 7D | +2.8% | +7.6% | -4.8% | +2.1% |
| 30D | +2.2% | -6.9% | +9.1% | +2.7% |
| 3M | +2.9% | -33.0% | +35.9% | +5.7% |
| 6M | -22.4% | +19.3% | -41.7% | -23.8% |
| YTD | -5.7% | +24.2% | -30.0% | -7.3% |
| 1Y | +63.3% | +24.5% | +38.8% | +60.1% |
| All | +193.2% | +225.9% | -32.8% | +173.6% |
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