+917.2%
STX vs CORZ
+213.0%
+704.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.0% | +1.3% | -1.8% |
| 7D | +8.0% | -3.0% | +10.9% | +8.7% |
| 30D | +5.1% | -12.1% | +17.2% | +8.0% |
| 3M | +5.8% | -32.4% | +38.1% | +14.2% |
| 6M | +124.9% | +12.4% | +112.6% | +121.9% |
| YTD | +213.9% | +19.3% | +194.6% | +205.8% |
| 1Y | +350.4% | +8.6% | +341.8% | +344.8% |
| All | +917.2% | +213.0% | +704.2% | +747.2% |
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 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