+86.6%
COPA vs SPY
+20.8%
+65.7%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.1% |
| 7D | -3.6% | +0.1% | -3.7% | -3.7% |
| 30D | +5.8% | +0.1% | +5.7% | +5.6% |
| 3M | +3.9% | +2.0% | +1.9% | +0.3% |
| 6M | +9.9% | +13.0% | -3.1% | -13.5% |
| YTD | +29.5% | +13.5% | +16.0% | +1.2% |
| 1Y | +86.6% | +20.0% | +66.6% | +35.3% |
| All | +86.6% | +20.8% | +65.7% | +35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling