+16.2%
COP vs PWR
-30.1%
+46.3%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.3% | -5.7% | +0.6% |
| 7D | -11.5% | -12.9% | +1.3% | -11.4% |
| 30D | +5.0% | -22.8% | +27.8% | +4.4% |
| 3M | +17.5% | -19.0% | +36.5% | +17.3% |
| 6M | +16.2% | -31.1% | +47.3% | +16.3% |
| All | +16.2% | -30.1% | +46.3% | +16.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling