+113.9%
SOXX vs CORZ
+32.3%
+81.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.1% | +3.6% | +3.5% |
| 7D | +2.2% | +8.4% | -6.1% | -1.1% |
| 30D | -2.0% | -17.8% | +15.8% | +5.2% |
| 3M | -13.7% | -35.9% | +22.2% | +0.7% |
| 6M | +52.4% | +12.9% | +39.4% | +46.2% |
| YTD | +72.8% | +22.9% | +49.9% | +60.4% |
| 1Y | +113.9% | +31.4% | +82.6% | +101.8% |
| All | +113.9% | +32.3% | +81.6% | +101.8% |
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