-15.8%
UPS vs CORZ
+161.6%
-177.4%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.9% | +1.8% |
| 7D | +3.8% | +23.5% | -19.7% | +3.0% |
| 30D | +17.4% | +7.5% | +9.9% | +16.8% |
| 3M | +8.2% | -26.6% | +34.8% | +9.1% |
| 6M | +17.9% | -39.5% | +57.4% | +19.5% |
| YTD | +18.7% | -0.3% | +19.0% | +17.3% |
| 1Y | +24.8% | -4.2% | +29.0% | +23.4% |
| All | -15.8% | +161.6% | -177.4% | -25.0% |
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