+325.1%
COP vs GEN
+150.2%
+174.9%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.7% | +3.3% | +1.1% |
| 7D | -0.8% | -0.7% | -0.1% | -0.7% |
| 30D | +15.6% | +2.6% | +12.9% | +14.9% |
| 3M | +14.3% | +15.8% | -1.4% | +10.8% |
| 6M | +17.0% | +33.1% | -16.2% | +9.7% |
| YTD | +47.4% | +11.3% | +36.1% | +43.1% |
| 1Y | +52.4% | +1.7% | +50.7% | +50.6% |
| 3Y | +20.8% | +58.1% | -37.3% | +8.4% |
| 5Y | +191.7% | +20.6% | +171.1% | +170.4% |
| 10Y | +325.1% | +149.0% | +176.1% | +203.9% |
| All | +325.1% | +150.2% | +174.9% | +203.9% |
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