-10.0%
CEG vs CORZ
+12.0%
-21.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.3% | -3.7% | -1.2% |
| 7D | -4.8% | +0.3% | -5.0% | -4.9% |
| 30D | +2.3% | -14.0% | +16.4% | +5.7% |
| 3M | +15.6% | -34.1% | +49.7% | +25.9% |
| 6M | -5.0% | +8.5% | -13.5% | -10.6% |
| YTD | -19.0% | +23.2% | -42.3% | -28.7% |
| 1Y | -10.0% | +15.4% | -25.3% | -22.3% |
| All | -10.0% | +12.0% | -21.9% | -22.3% |
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