+15.6%
USAR vs COR
+8.7%
+6.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.7% | -5.2% | -6.2% |
| 7D | -9.3% | -4.8% | -4.5% | -10.8% |
| 30D | -15.2% | -3.7% | -11.5% | -16.4% |
| 3M | -21.1% | +14.3% | -35.4% | -17.0% |
| 6M | -21.6% | -8.5% | -13.1% | -17.0% |
| YTD | +34.8% | -4.4% | +39.2% | +50.8% |
| 1Y | +15.6% | +9.1% | +6.5% | +44.6% |
| All | +15.6% | +8.7% | +6.9% | +44.6% |
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