+24.5%
COP vs UUUU
+96.1%
-71.6%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.1% |
| 7D | -0.5% | +1.8% | -2.3% | -0.5% |
| 30D | +11.7% | +1.8% | +9.9% | +11.6% |
| 3M | +17.7% | +1.3% | +16.4% | +17.4% |
| 6M | +18.3% | -26.8% | +45.1% | +19.0% |
| YTD | +49.1% | +0.1% | +49.0% | +46.4% |
| 1Y | +53.3% | +11.2% | +42.1% | +47.6% |
| All | +24.5% | +96.1% | -71.6% | +9.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling