-42.9%
CORZ vs APA
+98.8%
-141.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.6% | +0.7% | +3.7% |
| 7D | -11.2% | -15.5% | +4.3% | -13.7% |
| 30D | -26.2% | +2.4% | -28.6% | -25.6% |
| 3M | -44.1% | +22.8% | -66.9% | -42.1% |
| 6M | -52.3% | +17.9% | -70.2% | -50.5% |
| YTD | -19.2% | +87.7% | -106.9% | -26.7% |
| 1Y | -42.9% | +94.2% | -137.1% | -49.6% |
| All | -42.9% | +98.8% | -141.7% | -49.6% |
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