+444.5%
CORZ vs XOP
+57.5%
+387.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.7% | +3.0% | +4.0% |
| 7D | +16.6% | +0.6% | +15.9% | +16.2% |
| 30D | -10.9% | +16.5% | -27.4% | -17.2% |
| 3M | -31.0% | +15.7% | -46.7% | -36.1% |
| 6M | +26.0% | +19.2% | +6.8% | +11.4% |
| YTD | +28.6% | +55.0% | -26.3% | -5.9% |
| 1Y | +34.5% | +54.2% | -19.7% | -2.8% |
| All | +444.5% | +57.5% | +387.0% | +343.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 10y: compounded portfolio wealth divided by compounded XOP 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…
10y analysis · Full analysis span regression · 6 months rolling