-1.5%
XLC vs CORZ
+13.8%
-15.3%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.0% | +4.6% | +0.6% |
| 7D | -1.7% | -3.0% | +1.3% | -1.6% |
| 30D | +0.2% | -12.1% | +12.3% | +0.3% |
| 3M | +0.7% | -32.4% | +33.1% | +1.6% |
| 6M | -4.5% | +12.4% | -16.8% | -5.8% |
| YTD | -4.7% | +19.3% | -24.0% | -6.4% |
| 1Y | -1.5% | +8.6% | -10.1% | -3.1% |
| All | -1.5% | +13.8% | -15.3% | -3.1% |
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 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