+60.7%
COP vs GEHC
+15.6%
+45.1%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +6.4% | -11.6% | -4.4% |
| 7D | -8.1% | +13.2% | -21.3% | -6.9% |
| 30D | +6.7% | +30.6% | -24.0% | +9.4% |
| 3M | +16.9% | +22.2% | -5.3% | +19.2% |
| 6M | +11.2% | +40.8% | -29.6% | +15.5% |
| YTD | +49.5% | +4.8% | +44.7% | +56.4% |
| 1Y | +60.7% | +15.7% | +45.0% | +69.1% |
| All | +60.7% | +15.6% | +45.1% | +69.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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