+90.1%
COPA vs SPY
+19.3%
+70.7%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.5% | +5.3% | +5.9% |
| 7D | +6.0% | +0.5% | +5.4% | +4.6% |
| 30D | +8.5% | -0.9% | +9.4% | +10.7% |
| 3M | +19.6% | +3.9% | +15.7% | +10.2% |
| 6M | +25.9% | +14.5% | +11.3% | -3.3% |
| YTD | +35.6% | +12.9% | +22.7% | +7.1% |
| All | +90.1% | +19.3% | +70.7% | +38.2% |
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