+112.2%
USO vs CORZ
+12.0%
+100.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.3% | -5.5% | -1.8% |
| 7D | +9.1% | +0.3% | +8.8% | +9.2% |
| 30D | +21.7% | -14.0% | +35.7% | +20.0% |
| 3M | +20.2% | -34.1% | +54.3% | +16.5% |
| 6M | +43.4% | +8.5% | +34.9% | +48.3% |
| YTD | +124.0% | +23.2% | +100.8% | +131.2% |
| 1Y | +112.2% | +15.4% | +96.8% | +130.8% |
| All | +112.2% | +12.0% | +100.2% | +130.8% |
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