+46.2%
SLB vs CORZ
-41.7%
+87.9%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -10.4% | +9.3% | -0.3% |
| 7D | -4.1% | -14.9% | +10.9% | -3.1% |
| 30D | +2.5% | -23.1% | +25.7% | +4.3% |
| 3M | +2.0% | -44.1% | +46.1% | +6.3% |
| 6M | -6.3% | -39.5% | +33.2% | -4.1% |
| YTD | +36.5% | -12.4% | +48.9% | +32.1% |
| 1Y | +46.2% | -41.3% | +87.5% | +44.7% |
| All | +46.2% | -41.7% | +87.9% | +44.7% |
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