+64.1%
COP vs GEHC
+11.9%
+52.2%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.1% | +1.8% |
| 7D | +4.4% | +0.8% | +3.6% | +4.5% |
| 30D | 0.0% | +21.3% | -21.4% | +1.8% |
| 3M | +15.0% | +12.6% | +2.5% | +16.4% |
| 6M | +22.0% | +34.3% | -12.3% | +26.0% |
| YTD | +55.3% | +1.4% | +53.9% | +62.2% |
| 1Y | +64.1% | +12.5% | +51.7% | +69.6% |
| All | +64.1% | +11.9% | +52.2% | +69.6% |
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