+66.1%
USB vs CORZ
+222.3%
-156.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.2% |
| 7D | +1.4% | +8.4% | -6.9% | +0.9% |
| 30D | -1.3% | -17.8% | +16.5% | -0.2% |
| 3M | +15.2% | -35.9% | +51.1% | +17.9% |
| 6M | +18.8% | +12.9% | +5.9% | +16.3% |
| YTD | +21.0% | +22.9% | -1.9% | +17.4% |
| 1Y | +34.0% | +31.4% | +2.7% | +28.7% |
| All | +66.1% | +222.3% | -156.3% | +43.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling