+61.2%
USB vs CORZ
+129.2%
-68.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +8.2% | -5.6% | +2.0% |
| 7D | +0.8% | +1.7% | -1.0% | +0.5% |
| 30D | +6.8% | -17.5% | +24.2% | +7.7% |
| 3M | -3.8% | -39.5% | +35.7% | -1.2% |
| 6M | +11.7% | -44.5% | +56.2% | +14.5% |
| YTD | +17.5% | -12.6% | +30.1% | +15.9% |
| 1Y | +33.8% | -37.0% | +70.8% | +34.7% |
| All | +61.2% | +129.2% | -68.0% | +41.7% |
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