+158.7%
TQQQ vs CORZ
+223.2%
-64.5%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.3% | -0.7% | +1.4% |
| 7D | -1.9% | +0.3% | -2.2% | -2.1% |
| 30D | -4.9% | -14.0% | +9.2% | -0.2% |
| 3M | -6.4% | -34.1% | +27.7% | +6.0% |
| 6M | +44.4% | +8.5% | +35.9% | +39.5% |
| YTD | +35.2% | +23.2% | +12.0% | +24.6% |
| 1Y | +49.5% | +15.4% | +34.1% | +39.4% |
| All | +158.7% | +223.2% | -64.5% | +74.0% |
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