+88.6%
AG vs COPX
+73.7%
+14.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.8% | -2.8% |
| 7D | -6.7% | -2.3% | -4.4% | -4.6% |
| 30D | +2.2% | +0.3% | +1.9% | +1.2% |
| 3M | +15.7% | +6.8% | +8.9% | +6.6% |
| 6M | -23.8% | +7.9% | -31.7% | -29.9% |
| YTD | +17.6% | +23.7% | -6.1% | -7.1% |
| 1Y | +88.6% | +71.5% | +17.1% | -3.8% |
| All | +88.6% | +73.7% | +14.9% | -3.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling