-34.1%
CORZ vs CVE
+59.0%
-93.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.5% | +7.7% | +8.0% |
| 7D | +1.7% | -10.1% | +11.8% | +4.7% |
| 30D | -17.5% | -12.1% | -5.4% | -14.7% |
| 3M | -39.5% | -1.9% | -37.6% | -40.0% |
| 6M | -44.5% | -1.8% | -42.7% | -45.3% |
| YTD | -12.6% | +65.8% | -78.4% | -36.6% |
| All | -34.1% | +59.0% | -93.1% | -50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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