+200.5%
SMH vs CORZ
+237.5%
-37.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.7% | -3.5% | +0.2% |
| 7D | +5.2% | +16.6% | -11.3% | +1.8% |
| 30D | -1.5% | -10.9% | +9.3% | +0.6% |
| 3M | -4.1% | -31.0% | +26.9% | +2.4% |
| 6M | +50.8% | +26.0% | +24.7% | +43.7% |
| YTD | +59.3% | +28.6% | +30.7% | +50.7% |
| 1Y | +94.1% | +34.5% | +59.6% | +81.2% |
| All | +200.5% | +237.5% | -37.0% | +136.6% |
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 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