+13.8%
UBER vs CORZ
+213.0%
-199.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.0% | +6.1% | +2.5% |
| 7D | -4.5% | -3.0% | -1.5% | -4.2% |
| 30D | -7.6% | -12.1% | +4.5% | -6.6% |
| 3M | +5.8% | -32.4% | +38.1% | +9.1% |
| 6M | +0.3% | +12.4% | -12.1% | -3.0% |
| YTD | -11.2% | +19.3% | -30.5% | -15.2% |
| 1Y | -23.0% | +8.6% | -31.6% | -26.0% |
| All | +13.8% | +213.0% | -199.2% | -8.1% |
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 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