+318.0%
CORZ vs APA
+70.2%
+247.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.0% | -3.3% | -1.6% |
| 7D | +26.4% | +9.6% | +16.7% | +24.8% |
| 30D | -6.8% | -0.2% | -6.6% | -6.8% |
| 3M | -31.1% | +19.8% | -50.9% | -33.0% |
| 6M | -36.9% | +30.1% | -67.0% | -39.9% |
| YTD | -1.2% | +100.4% | -101.7% | -17.6% |
| 1Y | -12.5% | +105.2% | -117.7% | -27.7% |
| All | +318.0% | +70.2% | +247.8% | +230.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling