+60.7%
COP vs CORZ
-41.7%
+102.3%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -10.4% | +5.2% | -5.5% |
| 7D | -8.1% | -14.9% | +6.8% | -8.6% |
| 30D | +6.7% | -23.1% | +29.8% | +5.8% |
| 3M | +16.9% | -44.1% | +60.9% | +15.3% |
| 6M | +11.2% | -39.5% | +50.7% | +10.1% |
| YTD | +49.5% | -12.4% | +61.9% | +46.0% |
| 1Y | +60.7% | -41.3% | +102.0% | +61.2% |
| All | +60.7% | -41.7% | +102.3% | +61.2% |
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