+132.0%
C vs COPX
+193.3%
-61.3%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-09 to 2026-09-09.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.2% | +0.5% |
| 7D | +2.6% | +6.0% | -3.4% | +0.6% |
| 30D | +1.9% | +6.4% | -4.5% | -0.4% |
| 3M | +2.8% | +19.3% | -16.5% | -3.8% |
| 6M | +30.6% | +16.2% | +14.3% | +21.8% |
| YTD | +19.9% | +33.2% | -13.3% | +4.8% |
| 1Y | +44.6% | +90.2% | -45.7% | +9.7% |
| 3Y | +272.1% | +175.7% | +96.5% | +133.4% |
| 5Y | +132.0% | +193.1% | -61.1% | +36.3% |
| All | +132.0% | +193.3% | -61.3% | +36.3% |
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 2021-09-09 to 2026-09-09: 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…
2021-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling