+35.3%
COP vs CORZ
+225.9%
-190.6%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.4% | +4.5% | +1.2% |
| 7D | -0.5% | +7.6% | -8.1% | -0.7% |
| 30D | +11.7% | -6.9% | +18.7% | +11.9% |
| 3M | +17.7% | -33.0% | +50.7% | +18.9% |
| 6M | +18.3% | +19.3% | -1.0% | +16.5% |
| YTD | +49.1% | +24.2% | +24.8% | +46.2% |
| 1Y | +53.3% | +24.5% | +28.8% | +49.7% |
| All | +35.3% | +225.9% | -190.6% | +32.0% |
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 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