+336.7%
COP vs TEL
+283.7%
+53.0%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.9% |
| 7D | +4.4% | +4.5% | -0.1% | +2.0% |
| 30D | 0.0% | +2.9% | -2.9% | -2.2% |
| 3M | +15.0% | +1.1% | +13.9% | +12.8% |
| 6M | +22.0% | +5.0% | +17.0% | +15.3% |
| YTD | +55.3% | -3.9% | +59.2% | +48.8% |
| 1Y | +64.1% | -7.4% | +71.6% | +60.0% |
| 3Y | +34.1% | +81.0% | -46.9% | -17.3% |
| 5Y | +133.4% | +42.3% | +91.1% | +63.5% |
| All | +336.7% | +283.7% | +53.0% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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