+44.6%
COP vs EQT
+7.9%
+36.7%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -0.8% |
| 7D | +3.0% | +1.1% | +1.9% | +2.6% |
| 30D | +17.5% | +7.7% | +9.8% | +14.4% |
| 3M | +13.4% | +0.2% | +13.2% | +13.0% |
| 6M | +17.7% | -9.5% | +27.2% | +20.6% |
| YTD | +46.6% | +3.8% | +42.8% | +45.2% |
| 1Y | +44.6% | +7.8% | +36.8% | +38.7% |
| All | +44.6% | +7.9% | +36.7% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 1y: compounded portfolio wealth divided by compounded EQT 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…
1y analysis · Full analysis span regression · 6 months rolling