-17.6%
UBER vs CORZ
+32.3%
-50.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -3.9% | +8.4% | -12.2% | -4.4% |
| 30D | +11.1% | -17.8% | +28.9% | +12.4% |
| 3M | +4.9% | -35.9% | +40.8% | +8.9% |
| 6M | -1.2% | +12.9% | -14.1% | -4.9% |
| YTD | -7.3% | +22.9% | -30.2% | -12.6% |
| 1Y | -17.6% | +31.4% | -49.0% | -19.5% |
| All | -17.6% | +32.3% | -50.0% | -19.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling