+30.6%
UPS vs CORZ
-41.7%
+72.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -10.4% | +15.1% | +4.7% |
| 7D | +8.2% | -14.9% | +23.2% | +8.3% |
| 30D | +22.7% | -23.1% | +45.9% | +22.9% |
| 3M | +6.4% | -44.1% | +50.5% | +7.3% |
| 6M | +22.6% | -39.5% | +62.1% | +23.5% |
| YTD | +20.7% | -12.4% | +33.1% | +20.6% |
| 1Y | +30.6% | -41.3% | +71.9% | +27.9% |
| All | +30.6% | -41.7% | +72.3% | +27.9% |
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