+49.9%
COP vs CORZ
+13.8%
+36.1%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.0% | +4.4% | +0.2% |
| 7D | +1.0% | -3.0% | +3.9% | +0.9% |
| 30D | +9.6% | -12.1% | +21.7% | +9.2% |
| 3M | +15.0% | -32.4% | +47.4% | +13.9% |
| 6M | +21.8% | +12.4% | +9.4% | +21.8% |
| YTD | +49.6% | +19.3% | +30.3% | +49.9% |
| 1Y | +49.9% | +8.6% | +41.2% | +59.0% |
| All | +49.9% | +13.8% | +36.1% | +59.0% |
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