+123.8%
STX vs CORZ
-41.7%
+165.5%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -10.4% | +2.3% | -3.2% |
| 7D | -20.2% | -14.9% | -5.3% | -14.0% |
| 30D | -37.2% | -23.1% | -14.1% | -29.4% |
| 3M | -34.1% | -44.1% | +10.0% | -14.9% |
| 6M | -24.5% | -39.5% | +15.1% | -6.1% |
| YTD | +102.9% | -12.4% | +115.3% | +113.5% |
| 1Y | +123.8% | -41.3% | +165.1% | +170.2% |
| All | +123.8% | -41.7% | +165.5% | +170.2% |
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