+310.1%
COP vs PODD
+308.1%
+2.0%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.0% |
| 7D | -6.1% | -4.4% | -1.7% | -5.7% |
| 30D | +1.1% | +9.4% | -8.3% | -0.1% |
| 3M | +10.9% | +3.6% | +7.3% | +10.1% |
| 6M | +20.8% | -4.0% | +24.7% | +20.3% |
| YTD | +48.0% | -47.9% | +95.9% | +58.5% |
| 1Y | +58.5% | -53.8% | +112.3% | +72.2% |
| 3Y | +28.1% | -4.5% | +32.7% | +23.2% |
| 5Y | +120.5% | -51.9% | +172.3% | +129.4% |
| 10Y | +310.1% | +308.9% | +1.2% | +217.4% |
| All | +310.1% | +308.1% | +2.0% | +217.4% |
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