-20.5%
SMCI vs CORZ
+213.0%
-233.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.0% | 0.0% | -2.7% |
| 7D | -1.3% | -3.0% | +1.7% | -0.3% |
| 30D | +18.3% | -12.1% | +30.4% | +23.5% |
| 3M | +27.7% | -32.4% | +60.1% | +43.6% |
| 6M | +17.6% | +12.4% | +5.2% | +16.1% |
| YTD | +27.7% | +19.3% | +8.4% | +23.3% |
| 1Y | -14.9% | +8.6% | -23.5% | -16.1% |
| All | -20.5% | +213.0% | -233.5% | -29.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling