+930.0%
APH vs COPX
+307.7%
+622.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.5% | +0.8% | -0.7% |
| 7D | +4.9% | -2.8% | +7.7% | +6.2% |
| 30D | -5.4% | -14.3% | +8.9% | +1.0% |
| 3M | -5.5% | -19.0% | +13.6% | +2.9% |
| 6M | +25.9% | -24.4% | +50.3% | +40.1% |
| YTD | +16.4% | -3.2% | +19.6% | +15.5% |
| 1Y | +16.5% | +15.2% | +1.3% | +7.6% |
| 3Y | +270.9% | +127.6% | +143.2% | +149.6% |
| 5Y | +289.5% | +106.0% | +183.5% | +163.7% |
| All | +930.0% | +307.7% | +622.3% | +365.5% |
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 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