+310.1%
COP vs PWR
+1,818.7%
-1,508.6%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +1.4% |
| 7D | -6.1% | -11.2% | +5.1% | -2.5% |
| 30D | +1.1% | -17.4% | +18.5% | +7.3% |
| 3M | +10.9% | -11.7% | +22.7% | +13.9% |
| 6M | +20.8% | -21.7% | +42.5% | +27.6% |
| YTD | +48.0% | +38.3% | +9.8% | +17.4% |
| 1Y | +58.5% | +29.6% | +28.9% | +28.8% |
| 3Y | +28.1% | +236.1% | -208.0% | -43.1% |
| 5Y | +120.5% | +406.3% | -285.9% | -28.5% |
| 10Y | +310.1% | +1,796.7% | -1,486.6% | -53.6% |
| All | +310.1% | +1,818.7% | -1,508.6% | -53.6% |
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