+325.1%
COP vs COO
+43.7%
+281.4%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.7% | +3.3% | +1.5% |
| 7D | -0.8% | -2.3% | +1.5% | -0.1% |
| 30D | +15.6% | -8.8% | +24.4% | +19.1% |
| 3M | +14.3% | +1.3% | +13.0% | +13.2% |
| 6M | +17.0% | -11.6% | +28.6% | +20.8% |
| YTD | +47.4% | -17.4% | +64.8% | +55.9% |
| 1Y | +52.4% | -1.6% | +54.0% | +50.4% |
| 3Y | +20.8% | -22.6% | +43.5% | +25.0% |
| 5Y | +191.7% | -40.3% | +232.0% | +231.6% |
| 10Y | +325.1% | +45.2% | +279.9% | +292.8% |
| All | +325.1% | +43.7% | +281.4% | +292.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded COO 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling