+53.8%
XLE vs CORZ
+23.8%
+30.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.4% | +4.3% | +0.7% |
| 7D | +0.3% | +7.6% | -7.3% | +0.5% |
| 30D | +8.5% | -6.9% | +15.5% | +8.4% |
| 3M | +14.6% | -33.0% | +47.6% | +14.0% |
| 6M | +17.6% | +19.3% | -1.8% | +17.1% |
| YTD | +48.1% | +24.2% | +23.8% | +47.3% |
| 1Y | +53.8% | +24.5% | +29.3% | +53.2% |
| All | +53.8% | +23.8% | +30.0% | +53.2% |
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