+325.3%
STX vs CORZ
+12.0%
+313.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +3.3% | -7.0% | -5.3% |
| 7D | -2.3% | +0.3% | -2.5% | -2.4% |
| 30D | -5.5% | -14.0% | +8.6% | +1.1% |
| 3M | -4.3% | -34.1% | +29.8% | +14.3% |
| 6M | +115.6% | +8.5% | +107.2% | +106.2% |
| YTD | +202.2% | +23.2% | +179.0% | +167.9% |
| 1Y | +325.3% | +15.4% | +309.9% | +236.5% |
| All | +325.3% | +12.0% | +313.3% | +236.5% |
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