+71.4%
XLE vs CORZ
+237.5%
-166.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.7% | -3.6% | +1.0% |
| 7D | 0.0% | +16.6% | -16.6% | -0.5% |
| 30D | +12.6% | -10.9% | +23.5% | +13.0% |
| 3M | +11.8% | -31.0% | +42.9% | +12.9% |
| 6M | +16.1% | +26.0% | -10.0% | +14.1% |
| YTD | +46.9% | +28.6% | +18.2% | +43.9% |
| 1Y | +53.3% | +34.5% | +18.8% | +49.2% |
| All | +71.4% | +237.5% | -166.0% | +62.7% |
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