+81.4%
XOM vs CORZ
+213.0%
-131.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.0% | +4.6% | +0.6% |
| 7D | +1.9% | -3.0% | +4.8% | +1.9% |
| 30D | +4.1% | -12.1% | +16.2% | +4.1% |
| 3M | +10.4% | -32.4% | +42.8% | +10.5% |
| 6M | +13.0% | +12.4% | +0.7% | +12.6% |
| YTD | +40.1% | +19.3% | +20.8% | +39.3% |
| 1Y | +51.1% | +8.6% | +42.5% | +50.2% |
| All | +81.4% | +213.0% | -131.6% | +83.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling