-8.8%
SMCI vs CORZ
+12.0%
-20.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.3% | +4.0% | +5.4% |
| 7D | +1.3% | +0.3% | +1.0% | +1.2% |
| 30D | +6.6% | -14.0% | +20.7% | +15.9% |
| 3M | +25.4% | -34.1% | +59.5% | +57.1% |
| 6M | +26.1% | +8.5% | +17.7% | +23.5% |
| YTD | +37.0% | +23.2% | +13.8% | +23.3% |
| 1Y | -8.8% | +15.4% | -24.1% | -12.9% |
| All | -8.8% | +12.0% | -20.7% | -12.9% |
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