-49.8%
USAR vs COR
+5.5%
-55.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +4.0% | -9.8% | -4.6% |
| 7D | -21.8% | +9.1% | -30.9% | -19.5% |
| 30D | -39.9% | +12.4% | -52.3% | -37.6% |
| 3M | -52.5% | +15.8% | -68.3% | -50.1% |
| 6M | -67.9% | +17.1% | -85.0% | -65.1% |
| YTD | -31.1% | +5.4% | -36.5% | -18.0% |
| 1Y | -49.8% | +3.5% | -53.4% | -41.3% |
| All | -49.8% | +5.5% | -55.3% | -41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COR.
Daily Out/Under-Performance
Portfolio return minus COR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COR 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 COR 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