+32.2%
COPX vs BB
+88.0%
-55.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +7.0% | -3.0% | +2.6% |
| 7D | -3.0% | -6.8% | +3.9% | -1.7% |
| 30D | -13.6% | -3.5% | -10.1% | -13.2% |
| 3M | -11.2% | -1.2% | -10.0% | -11.5% |
| 6M | -2.4% | +57.0% | -59.4% | -7.9% |
| YTD | +4.2% | +131.1% | -126.9% | -9.0% |
| 1Y | +32.2% | +87.6% | -55.4% | +19.7% |
| All | +32.2% | +88.0% | -55.8% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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