-31.9%
CEG vs CORZ
-41.7%
+9.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -10.4% | +3.7% | -4.4% |
| 7D | -4.8% | -14.9% | +10.1% | -1.6% |
| 30D | -8.2% | -23.1% | +14.9% | -3.2% |
| 3M | -7.9% | -44.1% | +36.1% | +3.1% |
| 6M | -23.2% | -39.5% | +16.3% | -17.1% |
| YTD | -30.1% | -12.4% | -17.8% | -32.9% |
| 1Y | -31.9% | -41.3% | +9.4% | -25.9% |
| All | -31.9% | -41.7% | +9.8% | -25.9% |
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