+163.8%
COPX vs AHR
+356.1%
-192.3%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.1% |
| 7D | -2.3% | -2.1% | -0.3% | -2.0% |
| 30D | +0.3% | +1.9% | -1.6% | -0.2% |
| 3M | +6.8% | +15.7% | -8.8% | +2.6% |
| 6M | +7.9% | +2.5% | +5.4% | +7.1% |
| YTD | +23.7% | +15.0% | +8.7% | +18.9% |
| 1Y | +71.5% | +28.1% | +43.4% | +59.1% |
| All | +163.8% | +356.1% | -192.3% | +90.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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