+107.0%
USO vs CORZ
+237.5%
-130.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.7% | -1.8% | +2.9% |
| 7D | +3.6% | +16.6% | -13.0% | +3.6% |
| 30D | +23.8% | -10.9% | +34.6% | +23.8% |
| 3M | +8.1% | -31.0% | +39.1% | +8.3% |
| 6M | +34.3% | +26.0% | +8.2% | +33.3% |
| YTD | +111.1% | +28.6% | +82.5% | +109.1% |
| 1Y | +99.9% | +34.5% | +65.5% | +97.2% |
| All | +107.0% | +237.5% | -130.5% | +94.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling