+72.8%
SHEL vs CORZ
+237.5%
-164.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.7% | -2.1% | +2.4% |
| 7D | +1.9% | +16.6% | -14.6% | +1.5% |
| 30D | +8.7% | -10.9% | +19.5% | +9.0% |
| 3M | +11.0% | -31.0% | +42.0% | +11.9% |
| 6M | +14.6% | +26.0% | -11.5% | +12.9% |
| YTD | +33.3% | +28.6% | +4.6% | +31.2% |
| 1Y | +37.9% | +34.5% | +3.4% | +35.1% |
| All | +72.8% | +237.5% | -164.7% | +67.9% |
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 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