+31.4%
CORZ vs APA
+94.6%
-63.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.2% | +3.1% | -0.5% |
| 7D | +8.4% | +0.5% | +7.8% | +8.5% |
| 30D | -17.8% | +23.4% | -41.2% | -15.4% |
| 3M | -35.9% | +12.7% | -48.6% | -34.4% |
| 6M | +12.9% | +39.4% | -26.5% | +13.1% |
| YTD | +22.9% | +79.0% | -56.1% | +21.2% |
| 1Y | +31.4% | +88.8% | -57.5% | +30.7% |
| All | +31.4% | +94.6% | -63.3% | +30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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