-24.3%
UBER vs CORZ
+12.0%
-36.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.3% | -4.5% | -1.4% |
| 7D | -5.4% | +0.3% | -5.7% | -5.4% |
| 30D | -4.9% | -14.0% | +9.1% | -4.1% |
| 3M | +3.0% | -34.1% | +37.1% | +6.7% |
| 6M | -4.4% | +8.5% | -12.9% | -7.8% |
| YTD | -12.3% | +23.2% | -35.5% | -17.7% |
| 1Y | -24.3% | +15.4% | -39.7% | -28.1% |
| All | -24.3% | +12.0% | -36.3% | -28.1% |
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