+59.9%
U vs CORZ
+161.6%
-101.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.0% | +4.3% | +5.1% |
| 7D | +2.6% | +23.5% | -20.9% | -1.5% |
| 30D | +27.6% | +7.5% | +20.1% | +24.6% |
| 3M | +15.3% | -26.6% | +41.9% | +20.5% |
| 6M | +96.4% | -39.5% | +135.9% | +109.5% |
| YTD | +19.6% | -0.3% | +19.8% | +15.2% |
| 1Y | +42.1% | -4.2% | +46.3% | +37.6% |
| All | +59.9% | +161.6% | -101.7% | +24.6% |
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