+349.8%
SMR vs CORZ
+213.0%
+136.8%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.0% | -1.6% | -3.8% |
| 7D | +4.7% | -3.0% | +7.7% | +6.4% |
| 30D | +3.2% | -12.1% | +15.3% | +9.1% |
| 3M | +9.9% | -32.4% | +42.3% | +28.6% |
| 6M | -15.1% | +12.4% | -27.5% | -18.9% |
| YTD | -27.9% | +19.3% | -47.2% | -32.0% |
| 1Y | -70.2% | +8.6% | -78.9% | -70.4% |
| All | +349.8% | +213.0% | +136.8% | +272.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling