+300.9%
AMDL vs COPX
+2.8%
+298.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.6% | +9.8% | +10.3% |
| 7D | +4.5% | -4.0% | +8.5% | +11.7% |
| 30D | -4.4% | +4.5% | -8.9% | -13.4% |
| 3M | -30.5% | +0.8% | -31.3% | -29.9% |
| 6M | +300.9% | +3.2% | +297.7% | +275.5% |
| All | +300.9% | +2.8% | +298.1% | +275.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling