+45.9%
OXY vs CORZ
-41.7%
+87.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -10.4% | +5.3% | -5.6% |
| 7D | -8.8% | -14.9% | +6.1% | -9.5% |
| 30D | -1.7% | -23.1% | +21.5% | -2.7% |
| 3M | +4.5% | -44.1% | +48.6% | +2.2% |
| 6M | -4.0% | -39.5% | +35.5% | -4.9% |
| YTD | +41.4% | -12.4% | +53.7% | +40.1% |
| 1Y | +45.9% | -41.3% | +87.2% | +45.9% |
| All | +45.9% | -41.7% | +87.5% | +45.9% |
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