+62.4%
CVX vs CORZ
+237.5%
-175.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.7% | -4.1% | +0.5% |
| 7D | -0.6% | +16.6% | -17.1% | -0.7% |
| 30D | +13.4% | -10.9% | +24.3% | +13.5% |
| 3M | +11.8% | -31.0% | +42.8% | +12.2% |
| 6M | +12.4% | +26.0% | -13.6% | +11.5% |
| YTD | +41.5% | +28.6% | +12.9% | +40.1% |
| 1Y | +41.6% | +34.5% | +7.1% | +39.8% |
| All | +62.4% | +237.5% | -175.1% | +57.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling