+425.9%
CORZ vs OKE
+58.4%
+367.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.7% | -1.7% | -2.6% |
| 7D | +7.6% | -0.2% | +7.8% | +7.8% |
| 30D | -6.9% | +6.1% | -13.0% | -9.6% |
| 3M | -33.0% | +10.4% | -43.5% | -37.1% |
| 6M | +19.3% | +14.2% | +5.2% | +6.8% |
| YTD | +24.2% | +35.3% | -11.1% | -4.7% |
| 1Y | +24.5% | +40.6% | -16.1% | -8.9% |
| All | +425.9% | +58.4% | +367.5% | +311.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE 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 3y: compounded portfolio wealth divided by compounded OKE 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…
3y analysis · Full analysis span regression · 6 months rolling