+60.7%
COP vs ACWI
+14.9%
+45.8%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.7% | -6.8% | -4.0% |
| 7D | -8.1% | -0.5% | -7.7% | -8.3% |
| 30D | +6.7% | -1.6% | +8.3% | +5.7% |
| 3M | +16.9% | -1.3% | +18.2% | +16.2% |
| 6M | +11.2% | +5.8% | +5.3% | +15.7% |
| YTD | +49.5% | +12.7% | +36.8% | +58.6% |
| 1Y | +60.7% | +15.0% | +45.7% | +69.7% |
| All | +60.7% | +14.9% | +45.8% | +69.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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