+329.9%
COP vs PODD
+315.5%
+14.4%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.7% |
| 7D | +3.4% | -4.4% | +7.8% | +3.9% |
| 30D | -0.6% | +8.1% | -8.7% | -1.7% |
| 3M | +10.8% | +2.9% | +7.8% | +10.1% |
| 6M | +19.6% | -5.7% | +25.3% | +19.4% |
| YTD | +52.9% | -47.5% | +100.4% | +63.6% |
| 1Y | +62.2% | -55.7% | +117.9% | +77.2% |
| 3Y | +32.4% | -3.7% | +36.1% | +27.2% |
| 5Y | +129.7% | -52.6% | +182.3% | +139.9% |
| All | +329.9% | +315.5% | +14.4% | +235.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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