+781.8%
CI vs COPX
+198.0%
+583.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.1% | -5.9% | -2.8% |
| 7D | -2.0% | +5.8% | -7.8% | -3.4% |
| 30D | -1.8% | +7.2% | -9.0% | -3.7% |
| 3M | -4.2% | +16.5% | -20.7% | -8.6% |
| 6M | +2.7% | +18.4% | -15.7% | -3.6% |
| YTD | +1.9% | +31.9% | -30.0% | -7.9% |
| 1Y | -6.3% | +88.5% | -94.7% | -23.7% |
| 3Y | +3.9% | +173.1% | -169.2% | -26.7% |
| 5Y | +41.9% | +193.1% | -151.2% | -5.8% |
| 10Y | +140.4% | +591.7% | -451.3% | +11.5% |
| All | +781.8% | +198.0% | +583.9% | +396.5% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling