+17.6%
ABNB vs COPX
+256.5%
-238.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | -6.5% | -2.3% | -4.1% | -5.8% |
| 30D | -5.5% | +0.3% | -5.8% | -6.1% |
| 3M | +30.0% | +6.8% | +23.2% | +25.2% |
| 6M | +27.6% | +7.9% | +19.6% | +20.2% |
| YTD | +25.4% | +23.7% | +1.7% | +8.6% |
| 1Y | +38.3% | +71.5% | -33.2% | +1.4% |
| 3Y | +15.5% | +149.1% | -133.6% | -33.2% |
| 5Y | +3.0% | +167.3% | -164.3% | -42.4% |
| All | +17.6% | +256.5% | -238.9% | -33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 10y: compounded portfolio wealth divided by compounded COPX 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…
10y analysis · Full analysis span regression · 6 months rolling