+221.9%
VLO vs CORZ
+225.9%
-4.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.4% | +5.0% | +1.7% |
| 7D | +6.2% | +7.6% | -1.4% | +6.0% |
| 30D | +23.5% | -6.9% | +30.4% | +23.7% |
| 3M | +53.9% | -33.0% | +86.9% | +55.3% |
| 6M | +81.7% | +19.3% | +62.3% | +78.5% |
| YTD | +142.5% | +24.2% | +118.2% | +137.2% |
| 1Y | +145.4% | +24.5% | +120.9% | +139.1% |
| All | +221.9% | +225.9% | -4.0% | +189.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling