+523.7%
STX vs CORZ
+161.6%
+362.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.0% | -4.1% | -3.3% |
| 7D | +14.6% | +23.5% | -8.9% | +8.9% |
| 30D | -26.0% | +7.5% | -33.4% | -27.0% |
| 3M | -42.6% | -26.6% | -16.0% | -38.6% |
| 6M | -35.3% | -39.5% | +4.2% | -28.1% |
| YTD | +92.5% | -0.3% | +92.7% | +95.1% |
| 1Y | +102.4% | -4.2% | +106.6% | +106.2% |
| All | +523.7% | +161.6% | +362.0% | +440.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling