+298.3%
COP vs AMC
-98.6%
+396.9%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +8.3% | -9.6% | -1.5% |
| 7D | -8.4% | +6.6% | -15.0% | -8.6% |
| 30D | +0.3% | +14.1% | -13.8% | -0.1% |
| 3M | +15.1% | +31.3% | -16.2% | +14.1% |
| 6M | +19.8% | +126.7% | -106.9% | +16.5% |
| YTD | +46.8% | +117.9% | -71.1% | +42.5% |
| 1Y | +59.7% | +41.1% | +18.7% | +56.9% |
| 3Y | +28.7% | -61.0% | +89.7% | +28.6% |
| 5Y | +110.7% | -99.1% | +209.8% | +125.7% |
| 10Y | +298.3% | -98.7% | +397.0% | +220.9% |
| All | +298.3% | -98.6% | +396.9% | +220.9% |
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