+216.9%
VLO vs CORZ
+237.5%
-20.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +4.7% | -1.4% | +3.1% |
| 7D | +5.8% | +16.6% | -10.8% | +5.3% |
| 30D | +28.3% | -10.9% | +39.2% | +28.7% |
| 3M | +48.7% | -31.0% | +79.8% | +50.0% |
| 6M | +71.9% | +26.0% | +45.9% | +68.5% |
| YTD | +138.7% | +28.6% | +110.0% | +133.2% |
| 1Y | +148.5% | +34.5% | +114.0% | +141.3% |
| All | +216.9% | +237.5% | -20.6% | +185.0% |
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