+565.2%
COPX vs BLDR
+383.3%
+181.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.4% | -2.5% | -0.8% |
| 7D | -2.3% | -8.2% | +5.9% | +0.1% |
| 30D | +0.3% | -16.6% | +16.9% | +5.5% |
| 3M | +6.8% | -23.2% | +30.0% | +13.8% |
| 6M | +7.9% | -33.7% | +41.7% | +19.9% |
| YTD | +23.7% | -41.3% | +65.1% | +41.5% |
| 1Y | +71.5% | -58.8% | +130.3% | +116.4% |
| 3Y | +149.1% | -57.5% | +206.6% | +194.3% |
| 5Y | +167.3% | +12.9% | +154.4% | +119.0% |
| All | +565.2% | +383.3% | +181.9% | +192.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded BLDR 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling