+20.7%
XLK vs CORZ
-41.7%
+62.4%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -10.4% | +10.4% | +2.4% |
| 7D | -7.6% | -14.9% | +7.3% | -4.4% |
| 30D | -12.2% | -23.1% | +11.0% | -7.3% |
| 3M | -5.5% | -44.1% | +38.6% | +6.9% |
| 6M | +9.2% | -39.5% | +48.7% | +19.8% |
| YTD | +23.0% | -12.4% | +35.4% | +24.4% |
| 1Y | +20.7% | -41.3% | +62.0% | +27.8% |
| All | +20.7% | -41.7% | +62.4% | +27.8% |
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