+39.0%
COP vs BIYA
-99.8%
+138.7%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -0.8% | +2.7% | -3.6% | -0.9% |
| 30D | +15.6% | -18.7% | +34.3% | +15.7% |
| 3M | +14.3% | -72.0% | +86.4% | +14.8% |
| 6M | +17.0% | -86.4% | +103.4% | +16.6% |
| YTD | +47.4% | -94.2% | +141.6% | +48.0% |
| 1Y | +52.4% | -98.4% | +150.8% | +56.5% |
| All | +39.0% | -99.8% | +138.7% | +43.3% |
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