+28.8%
U vs CORZ
+225.9%
-197.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.4% | +2.9% | +0.1% |
| 7D | +4.4% | +7.6% | -3.2% | +2.9% |
| 30D | -1.3% | -6.9% | +5.6% | -0.3% |
| 3M | +49.6% | -33.0% | +82.6% | +58.7% |
| 6M | +100.2% | +19.3% | +80.9% | +88.0% |
| YTD | -3.7% | +24.2% | -27.9% | -10.0% |
| 1Y | -6.5% | +24.5% | -31.0% | -12.8% |
| All | +28.8% | +225.9% | -197.2% | -2.6% |
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 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