+158.4%
CEG vs CORZ
+225.9%
-67.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.4% | +1.7% | -0.9% |
| 7D | +1.3% | +7.6% | -6.3% | -0.5% |
| 30D | +8.8% | -6.9% | +15.8% | +10.4% |
| 3M | +17.0% | -33.0% | +50.0% | +26.4% |
| 6M | -8.7% | +19.3% | -28.1% | -15.4% |
| YTD | -16.4% | +24.2% | -40.7% | -23.9% |
| 1Y | -1.8% | +24.5% | -26.3% | -11.0% |
| All | +158.4% | +225.9% | -67.5% | +92.4% |
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