+5.9%
SLB vs CORZ
+159.1%
-153.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | 0.0% |
| 7D | +2.6% | +26.4% | -23.8% | +0.9% |
| 30D | +4.4% | -6.8% | +11.2% | +4.5% |
| 3M | -2.7% | -31.1% | +28.4% | -0.9% |
| 6M | -7.5% | -36.9% | +29.4% | -5.8% |
| YTD | +34.8% | -1.2% | +36.1% | +32.7% |
| 1Y | +44.6% | -12.5% | +57.1% | +43.1% |
| All | +5.9% | +159.1% | -153.2% | -1.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling