+298.3%
COP vs PWR
+1,915.1%
-1,616.8%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +9.4% | -10.7% | -4.9% |
| 7D | -8.4% | -4.8% | -3.6% | -7.6% |
| 30D | +0.3% | -16.2% | +16.5% | +5.9% |
| 3M | +15.1% | -11.9% | +27.0% | +18.2% |
| 6M | +19.8% | -20.6% | +40.3% | +25.9% |
| YTD | +46.8% | +40.3% | +6.6% | +15.8% |
| 1Y | +59.7% | +33.0% | +26.7% | +28.4% |
| 3Y | +28.7% | +250.0% | -221.3% | -44.0% |
| 5Y | +110.7% | +404.2% | -293.5% | -31.0% |
| 10Y | +298.3% | +1,865.8% | -1,567.5% | -55.2% |
| All | +298.3% | +1,915.1% | -1,616.8% | -55.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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