+418.8%
BE vs COO
-2.5%
+421.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -2.7% | +12.4% | +8.8% |
| 7D | +29.8% | -2.3% | +32.1% | +28.9% |
| 30D | +26.4% | -8.8% | +35.2% | +23.4% |
| 3M | +9.3% | +1.3% | +8.0% | +8.5% |
| 6M | +105.1% | -11.6% | +116.6% | +113.0% |
| YTD | +219.0% | -17.4% | +236.5% | +233.3% |
| 1Y | +418.8% | -1.6% | +420.3% | +450.2% |
| All | +418.8% | -2.5% | +421.3% | +450.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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