+197.8%
SMH vs CORZ
+223.2%
-25.5%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.3% | -1.8% | +0.8% |
| 7D | +0.3% | +0.3% | 0.0% | +0.2% |
| 30D | -2.8% | -14.0% | +11.3% | +0.1% |
| 3M | -6.7% | -34.1% | +27.4% | +0.5% |
| 6M | +41.8% | +8.5% | +33.3% | +39.0% |
| YTD | +57.9% | +23.2% | +34.7% | +50.6% |
| 1Y | +87.6% | +15.4% | +72.3% | +80.1% |
| All | +197.8% | +223.2% | -25.5% | +136.5% |
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