+202.4%
COPX vs BIDU
+49.1%
+153.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -7.0% | +11.1% | +6.6% |
| 7D | +5.8% | -2.4% | +8.2% | +6.4% |
| 30D | +7.2% | -15.6% | +22.9% | +13.3% |
| 3M | +16.5% | -22.3% | +38.8% | +26.0% |
| 6M | +18.4% | -22.3% | +40.7% | +27.9% |
| YTD | +31.9% | -29.2% | +61.1% | +46.3% |
| 1Y | +88.5% | -14.8% | +103.3% | +92.6% |
| 3Y | +173.1% | -31.8% | +204.9% | +191.7% |
| 5Y | +193.1% | -43.1% | +236.2% | +202.6% |
| 10Y | +591.7% | -50.6% | +642.3% | +565.7% |
| All | +202.4% | +49.1% | +153.4% | +53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BIDU 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling