+64.9%
XLE vs CORZ
+129.2%
-64.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +8.2% | -7.6% | +0.3% |
| 7D | -7.9% | +1.7% | -9.6% | -7.9% |
| 30D | -4.8% | -17.5% | +12.6% | -4.5% |
| 3M | +8.4% | -39.5% | +47.8% | +9.6% |
| 6M | +12.7% | -44.5% | +57.2% | +14.0% |
| YTD | +41.3% | -12.6% | +53.9% | +39.7% |
| 1Y | +42.3% | -37.0% | +79.3% | +42.5% |
| All | +64.9% | +129.2% | -64.3% | +57.9% |
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