+309.8%
BE vs COPX
+73.7%
+236.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.1% | +6.8% | +6.8% |
| 7D | +9.0% | -2.3% | +11.4% | +11.4% |
| 30D | +16.3% | +0.3% | +16.0% | +15.3% |
| 3M | +10.8% | +6.8% | +4.0% | +3.3% |
| 6M | +73.2% | +7.9% | +65.3% | +59.0% |
| YTD | +217.4% | +23.7% | +193.6% | +140.2% |
| 1Y | +309.8% | +71.5% | +238.3% | +155.1% |
| All | +309.8% | +73.7% | +236.1% | +155.1% |
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