+43.4%
XLK vs CORZ
+32.3%
+11.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | +0.9% | +8.4% | -7.5% | -1.0% |
| 30D | +0.7% | -17.8% | +18.6% | +5.0% |
| 3M | -2.9% | -35.9% | +33.0% | +5.9% |
| 6M | +34.3% | +12.9% | +21.3% | +28.9% |
| YTD | +30.4% | +22.9% | +7.5% | +23.0% |
| 1Y | +43.4% | +31.4% | +12.0% | +32.9% |
| All | +43.4% | +32.3% | +11.0% | +32.9% |
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