+38.8%
COP vs CORZ
+159.1%
-120.3%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +1.6% |
| 7D | +3.4% | +26.4% | -23.0% | +2.8% |
| 30D | -0.6% | -6.8% | +6.2% | -0.5% |
| 3M | +10.8% | -31.1% | +41.9% | +11.6% |
| 6M | +19.6% | -36.9% | +56.5% | +20.5% |
| YTD | +52.9% | -1.2% | +54.2% | +50.6% |
| 1Y | +62.2% | -12.5% | +74.7% | +60.5% |
| All | +38.8% | +159.1% | -120.3% | +36.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling