+124.5%
USO vs CORZ
+213.0%
-88.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -4.0% | +9.6% | +5.6% |
| 7D | +11.5% | -3.0% | +14.4% | +11.5% |
| 30D | +24.1% | -12.1% | +36.2% | +24.1% |
| 3M | +17.9% | -32.4% | +50.3% | +18.1% |
| 6M | +49.6% | +12.4% | +37.3% | +48.7% |
| YTD | +129.0% | +19.3% | +109.7% | +126.7% |
| 1Y | +112.0% | +8.6% | +103.4% | +110.1% |
| All | +124.5% | +213.0% | -88.4% | +111.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling