-75.5%
SMR vs CORZ
+12.0%
-87.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | +3.3% | -19.0% | -18.2% |
| 7D | -11.2% | +0.3% | -11.5% | -11.5% |
| 30D | -10.2% | -14.0% | +3.8% | +0.2% |
| 3M | -10.0% | -34.1% | +24.1% | +21.4% |
| 6M | -30.5% | +8.5% | -38.9% | -40.6% |
| YTD | -39.2% | +23.2% | -62.5% | -55.2% |
| 1Y | -75.5% | +15.4% | -90.9% | -77.9% |
| All | -75.5% | +12.0% | -87.5% | -77.9% |
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