+1,130.9%
COF vs SPXU
-100.0%
+1,230.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.4% | -2.9% | -0.8% |
| 7D | -2.7% | +1.3% | -3.9% | -2.0% |
| 30D | -3.4% | +5.1% | -8.5% | -0.8% |
| 3M | +15.4% | -9.1% | +24.5% | +11.6% |
| 6M | +14.4% | -29.6% | +44.0% | -0.4% |
| YTD | -12.0% | -27.7% | +15.7% | -21.6% |
| 1Y | -3.7% | -37.0% | +33.2% | -18.7% |
| 3Y | +121.1% | -80.2% | +201.2% | +26.6% |
| 5Y | +47.8% | -86.0% | +133.8% | -9.6% |
| 10Y | +250.3% | -99.5% | +349.9% | -26.1% |
| All | +1,130.9% | -100.0% | +1,230.9% | -51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 2026-09-09: compounded portfolio wealth divided by compounded SPXU 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 2026-09-09 analysis · Full analysis span regression · 6 months rolling