+49.7%
XLC vs CORZ
+225.9%
-176.2%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.8% | -0.4% |
| 7D | -1.4% | +7.6% | -9.0% | -1.8% |
| 30D | -0.9% | -6.9% | +6.1% | -0.6% |
| 3M | -0.3% | -33.0% | +32.7% | +1.5% |
| 6M | -5.2% | +19.3% | -24.5% | -7.2% |
| YTD | -5.3% | +24.2% | -29.6% | -7.9% |
| 1Y | -2.8% | +24.5% | -27.3% | -5.9% |
| All | +49.7% | +225.9% | -176.2% | +31.0% |
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 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