+40.2%
APH vs COPX
+87.6%
-47.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.5% | -0.9% |
| 7D | +1.6% | +6.0% | -4.3% | -0.9% |
| 30D | -3.0% | +6.4% | -9.4% | -5.8% |
| 3M | +5.7% | +19.3% | -13.5% | -2.9% |
| 6M | +20.0% | +16.2% | +3.7% | +9.7% |
| YTD | +20.8% | +33.2% | -12.4% | +4.4% |
| 1Y | +40.2% | +90.2% | -50.0% | +22.2% |
| All | +40.2% | +87.6% | -47.4% | +22.2% |
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 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