+340.2%
COP vs PODD
+218.3%
+121.9%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.1% | +4.2% | +1.4% |
| 7D | -0.5% | -6.9% | +6.4% | +0.3% |
| 30D | +11.7% | -3.5% | +15.2% | +12.1% |
| 3M | +17.7% | -13.6% | +31.3% | +19.1% |
| 6M | +18.3% | -42.6% | +60.9% | +25.1% |
| YTD | +49.1% | -51.5% | +100.5% | +60.7% |
| 1Y | +53.3% | -60.9% | +114.2% | +69.4% |
| 3Y | +22.2% | -19.8% | +41.9% | +20.3% |
| 5Y | +193.3% | -54.4% | +247.7% | +206.2% |
| 10Y | +340.2% | +236.1% | +104.2% | +273.4% |
| All | +340.2% | +218.3% | +121.9% | +273.4% |
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