+336.7%
COP vs GEN
+152.9%
+183.8%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.4% | -0.8% | +1.2% |
| 7D | +4.4% | +2.0% | +2.4% | +4.0% |
| 30D | 0.0% | +27.7% | -27.8% | -4.5% |
| 3M | +15.0% | +3.3% | +11.8% | +13.6% |
| 6M | +22.0% | +31.8% | -9.8% | +14.7% |
| YTD | +55.3% | +13.5% | +41.8% | +49.5% |
| 1Y | +64.1% | +16.0% | +48.1% | +57.3% |
| 3Y | +34.1% | +70.6% | -36.5% | +18.4% |
| 5Y | +133.4% | +32.1% | +101.3% | +111.8% |
| All | +336.7% | +152.9% | +183.8% | +212.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling