+551.3%
STX vs CORZ
+162.5%
+388.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +11.0% | -1.0% | +7.3% |
| 7D | -1.0% | +14.2% | -15.1% | -3.8% |
| 30D | -26.8% | -3.0% | -23.8% | -26.2% |
| 3M | -32.7% | -26.3% | -6.4% | -28.1% |
| 6M | -33.7% | -36.5% | +2.8% | -27.1% |
| YTD | +101.0% | +0.1% | +100.9% | +103.6% |
| 1Y | +92.7% | -15.9% | +108.6% | +100.1% |
| All | +551.3% | +162.5% | +388.8% | +464.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling