+17.2%
COP vs VIK
+236.8%
-219.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.6% | -2.1% | +0.5% |
| 7D | -0.8% | +3.6% | -4.4% | -1.0% |
| 30D | +15.6% | -16.7% | +32.3% | +16.4% |
| 3M | +14.3% | -1.1% | +15.4% | +13.7% |
| 6M | +17.0% | +27.8% | -10.8% | +11.8% |
| YTD | +47.4% | +23.3% | +24.1% | +41.0% |
| 1Y | +52.4% | +38.2% | +14.2% | +41.7% |
| All | +17.2% | +236.8% | -219.6% | -9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 5y: compounded portfolio wealth divided by compounded VIK 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…
5y analysis · Full analysis span regression · 6 months rolling