+1,574.6%
BE vs COO
-23.4%
+1,598.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.5% | +8.8% | +7.6% |
| 7D | +20.0% | -2.2% | +22.2% | +20.5% |
| 30D | +7.9% | -7.0% | +14.9% | +9.3% |
| 3M | -13.2% | +12.2% | -25.4% | -17.0% |
| 6M | +53.5% | -15.1% | +68.6% | +61.5% |
| YTD | +191.0% | -15.1% | +206.1% | +205.5% |
| 1Y | +360.5% | +2.3% | +358.2% | +350.3% |
| All | +1,574.6% | -23.4% | +1,598.1% | +1,509.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling