+12.9%
OXY vs CORZ
+223.2%
-210.3%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.3% | -2.8% | +0.4% |
| 7D | +2.8% | +0.3% | +2.6% | +2.8% |
| 30D | +5.5% | -14.0% | +19.5% | +5.8% |
| 3M | +11.3% | -34.1% | +45.4% | +12.4% |
| 6M | +11.6% | +8.5% | +3.1% | +10.5% |
| YTD | +51.6% | +23.2% | +28.3% | +48.9% |
| 1Y | +36.2% | +15.4% | +20.8% | +33.7% |
| All | +12.9% | +223.2% | -210.3% | +5.6% |
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