+271.9%
ASX vs COPX
+87.6%
+184.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.9% | +2.6% | +3.0% |
| 7D | +11.1% | +6.0% | +5.1% | +7.5% |
| 30D | +9.6% | +6.4% | +3.2% | +5.6% |
| 3M | +18.6% | +19.3% | -0.7% | +6.6% |
| 6M | +92.1% | +16.2% | +75.9% | +74.9% |
| YTD | +158.5% | +33.2% | +125.3% | +119.2% |
| 1Y | +271.9% | +90.2% | +181.7% | +212.0% |
| All | +271.9% | +87.6% | +184.3% | +212.0% |
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