+24.5%
COP vs TEL
+65.7%
-41.3%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.1% |
| 7D | -0.5% | +1.2% | -1.7% | -0.7% |
| 30D | +11.7% | -4.1% | +15.8% | +12.3% |
| 3M | +17.7% | -2.6% | +20.3% | +17.7% |
| 6M | +18.3% | 0.0% | +18.3% | +16.0% |
| YTD | +49.1% | -9.1% | +58.1% | +49.2% |
| 1Y | +53.3% | -0.8% | +54.2% | +47.3% |
| All | +24.5% | +65.7% | -41.3% | -0.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling