-36.9%
CORZ vs EXE
-8.7%
-28.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.6% |
| 7D | +26.4% | +2.9% | +23.5% | +27.6% |
| 30D | -6.8% | -4.9% | -1.9% | -10.0% |
| 3M | -31.1% | -8.3% | -22.8% | -35.9% |
| 6M | -36.9% | -7.8% | -29.1% | -40.4% |
| All | -36.9% | -8.7% | -28.2% | -40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 6mo: compounded portfolio wealth divided by compounded EXE 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…
6mo analysis · Full analysis span regression · 6 months rolling