+49.9%
XLE vs CORZ
-41.7%
+91.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -10.4% | +5.7% | -5.0% |
| 7D | -7.2% | -14.9% | +7.7% | -7.6% |
| 30D | +0.1% | -23.1% | +23.2% | -0.4% |
| 3M | +9.2% | -44.1% | +53.2% | +8.0% |
| 6M | +8.4% | -39.5% | +47.9% | +7.4% |
| YTD | +44.9% | -12.4% | +57.2% | +41.9% |
| 1Y | +49.9% | -41.3% | +91.2% | +48.5% |
| All | +49.9% | -41.7% | +91.5% | +48.5% |
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