+315.5%
ARM vs COPX
+167.9%
+147.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.3% |
| 7D | +12.5% | +6.0% | +6.5% | +7.8% |
| 30D | -1.4% | +6.4% | -7.8% | -6.2% |
| 3M | -18.7% | +19.3% | -37.9% | -28.6% |
| 6M | +124.6% | +16.2% | +108.4% | +102.1% |
| YTD | +141.7% | +33.2% | +108.6% | +90.6% |
| 1Y | +87.7% | +90.2% | -2.6% | +12.6% |
| All | +315.5% | +167.9% | +147.6% | +74.8% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling