+26.4%
ORLY vs CORZ
+223.2%
-196.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.3% | -2.9% | +0.4% |
| 7D | -2.4% | +0.3% | -2.6% | -2.3% |
| 30D | -6.8% | -14.0% | +7.3% | -6.9% |
| 3M | -4.8% | -34.1% | +29.3% | -4.7% |
| 6M | -9.1% | +8.5% | -17.5% | -9.4% |
| YTD | -5.9% | +23.2% | -29.1% | -6.3% |
| 1Y | -20.4% | +15.4% | -35.8% | -20.8% |
| All | +26.4% | +223.2% | -196.8% | +22.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling