+40.2%
COP vs BIYA
-99.9%
+140.1%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.6% |
| 7D | -11.5% | -10.5% | -1.0% | -11.5% |
| 30D | +5.0% | -51.7% | +56.7% | +5.2% |
| 3M | +17.5% | -60.8% | +78.3% | +17.8% |
| 6M | +16.2% | -90.6% | +106.8% | +16.8% |
| YTD | +48.8% | -97.1% | +145.9% | +49.6% |
| 1Y | +64.1% | -99.1% | +163.2% | +67.3% |
| All | +40.2% | -99.9% | +140.1% | +44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 5y: compounded portfolio wealth divided by compounded BIYA 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…
5y analysis · Full analysis span regression · 6 months rolling