+389.6%
BE vs COP
+52.6%
+337.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.1% | -4.0% | -2.5% |
| 7D | +23.9% | -0.5% | +24.4% | +23.8% |
| 30D | +27.8% | +11.7% | +16.1% | +31.8% |
| 3M | +3.7% | +17.7% | -14.0% | +10.5% |
| 6M | +78.0% | +18.3% | +59.6% | +86.2% |
| YTD | +209.9% | +49.1% | +160.8% | +210.0% |
| 1Y | +389.6% | +53.3% | +336.3% | +388.8% |
| All | +389.6% | +52.6% | +337.0% | +388.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COP.
Daily Out/Under-Performance
Portfolio return minus COP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COP 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 COP 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