+41.6%
XLE vs CORZ
-36.8%
+78.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.2% | -2.8% | +0.5% |
| 7D | -6.7% | -7.8% | +1.1% | -6.9% |
| 30D | -4.4% | -14.8% | +10.4% | -4.7% |
| 3M | +4.0% | -32.5% | +36.4% | +3.3% |
| 6M | +13.2% | -42.7% | +55.9% | +12.3% |
| YTD | +41.9% | -9.8% | +51.7% | +38.5% |
| 1Y | +41.6% | -31.9% | +73.6% | +40.0% |
| All | +41.6% | -36.8% | +78.4% | +40.0% |
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 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