+36.5%
USB vs CORZ
-41.7%
+78.2%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -10.4% | +12.3% | +2.2% |
| 7D | +2.4% | -14.9% | +17.3% | +2.9% |
| 30D | +6.6% | -23.1% | +29.7% | +7.4% |
| 3M | -4.1% | -44.1% | +40.0% | -2.2% |
| 6M | +12.5% | -39.5% | +52.0% | +12.9% |
| YTD | +17.6% | -12.4% | +30.0% | +14.0% |
| 1Y | +36.5% | -41.3% | +77.8% | +34.8% |
| All | +36.5% | -41.7% | +78.2% | +34.8% |
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