+47.0%
CVX vs CORZ
-41.7%
+88.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -10.4% | +6.7% | -4.2% |
| 7D | -5.3% | -14.9% | +9.6% | -6.0% |
| 30D | +5.1% | -23.1% | +28.2% | +4.0% |
| 3M | +14.9% | -44.1% | +59.0% | +12.7% |
| 6M | +14.9% | -39.5% | +54.4% | +13.0% |
| YTD | +46.3% | -12.4% | +58.7% | +42.5% |
| 1Y | +47.0% | -41.3% | +88.3% | +44.5% |
| All | +47.0% | -41.7% | +88.7% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 CORZ 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