+423.1%
COP vs UUUU
-91.9%
+515.0%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.5% | +0.5% |
| 7D | -0.8% | +2.8% | -3.7% | -1.1% |
| 30D | +15.6% | +3.4% | +12.2% | +15.0% |
| 3M | +14.3% | -3.9% | +18.2% | +13.9% |
| 6M | +17.0% | -23.2% | +40.2% | +17.8% |
| YTD | +47.4% | +0.6% | +46.9% | +43.1% |
| 1Y | +52.4% | +22.9% | +29.5% | +42.8% |
| 3Y | +20.8% | +98.6% | -77.8% | +3.9% |
| 5Y | +191.7% | +130.2% | +61.4% | +139.9% |
| 10Y | +325.1% | +519.5% | -194.4% | +195.2% |
| All | +423.1% | -91.9% | +515.0% | +297.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded UUUU 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling