+62.2%
COP vs PWR
+34.5%
+27.7%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.6% |
| 7D | +3.4% | +19.1% | -15.7% | +4.4% |
| 30D | -0.6% | -12.0% | +11.4% | -1.4% |
| 3M | +10.8% | -10.6% | +21.3% | +10.1% |
| 6M | +19.6% | -20.8% | +40.4% | +17.3% |
| YTD | +52.9% | +43.7% | +9.2% | +63.8% |
| 1Y | +62.2% | +35.0% | +27.2% | +74.3% |
| All | +62.2% | +34.5% | +27.7% | +74.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling