+12.3%
XLI vs CORZ
-41.7%
+54.0%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -10.4% | +9.3% | 0.0% |
| 7D | +0.6% | -14.9% | +15.5% | +2.1% |
| 30D | -0.4% | -23.1% | +22.8% | +2.0% |
| 3M | -8.8% | -44.1% | +35.2% | -3.8% |
| 6M | -0.4% | -39.5% | +39.1% | +3.1% |
| YTD | +10.1% | -12.4% | +22.5% | +8.2% |
| 1Y | +12.3% | -41.3% | +53.6% | +12.4% |
| All | +12.3% | -41.7% | +54.0% | +12.4% |
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