+147.7%
SPOT vs CORZ
+225.9%
-78.2%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.4% | +2.4% | -0.7% |
| 7D | -6.5% | +7.6% | -14.1% | -7.2% |
| 30D | +2.2% | -6.9% | +9.1% | +2.6% |
| 3M | +5.4% | -33.0% | +38.4% | +8.6% |
| 6M | -4.0% | +19.3% | -23.3% | -7.8% |
| YTD | -9.9% | +24.2% | -34.2% | -14.3% |
| 1Y | -27.3% | +24.5% | -51.8% | -31.4% |
| All | +147.7% | +225.9% | -78.2% | +92.7% |
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