+18.7%
SLB vs CORZ
+225.9%
-207.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.4% | +3.3% | +0.1% |
| 7D | -1.9% | +7.6% | -9.5% | -2.3% |
| 30D | +7.8% | -6.9% | +14.7% | +8.2% |
| 3M | +2.7% | -33.0% | +35.7% | +4.9% |
| 6M | +22.2% | +19.3% | +2.8% | +19.4% |
| YTD | +51.1% | +24.2% | +26.8% | +47.1% |
| 1Y | +63.3% | +24.5% | +38.8% | +58.3% |
| All | +18.7% | +225.9% | -207.3% | +9.3% |
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