+325.0%
COP vs AMC
-98.7%
+423.7%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +2.8% | +1.7% |
| 7D | +0.7% | -2.8% | +3.5% | +0.7% |
| 30D | +0.2% | +14.0% | -13.8% | -0.2% |
| 3M | +10.2% | +42.5% | -32.3% | +9.1% |
| 6M | +20.1% | +142.6% | -122.4% | +16.6% |
| YTD | +50.5% | +119.2% | -68.7% | +46.1% |
| 1Y | +56.8% | +40.7% | +16.1% | +54.0% |
| 3Y | +30.3% | -57.3% | +87.6% | +29.8% |
| 5Y | +126.8% | -99.1% | +225.9% | +142.9% |
| 10Y | +325.0% | -98.7% | +423.7% | +244.8% |
| All | +325.0% | -98.7% | +423.7% | +244.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling