+966.8%
STX vs CORZ
+237.5%
+729.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +4.7% | +1.8% | +5.5% |
| 7D | +10.7% | +16.6% | -5.8% | +7.0% |
| 30D | +11.3% | -10.9% | +22.1% | +13.9% |
| 3M | +3.2% | -31.0% | +34.2% | +10.8% |
| 6M | +157.0% | +26.0% | +130.9% | +147.8% |
| YTD | +229.2% | +28.6% | +200.6% | +215.5% |
| 1Y | +381.8% | +34.5% | +347.4% | +359.1% |
| All | +966.8% | +237.5% | +729.3% | +774.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling