+135.7%
COPX vs BIYA
-99.8%
+235.4%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.4% | +0.9% |
| 7D | +6.0% | +2.7% | +3.2% | +6.0% |
| 30D | +6.4% | -16.7% | +23.1% | +6.3% |
| 3M | +19.3% | -74.6% | +93.9% | +18.6% |
| 6M | +16.2% | -85.4% | +101.6% | +17.1% |
| YTD | +33.2% | -94.2% | +127.3% | +35.3% |
| 1Y | +90.2% | -98.6% | +188.8% | +100.9% |
| All | +135.7% | -99.8% | +235.4% | +153.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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