+565.8%
COPX vs BLDR
+372.1%
+193.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -3.9% | -3.0% | -5.8% |
| 7D | -2.9% | -8.1% | +5.2% | -0.5% |
| 30D | 0.0% | -21.5% | +21.5% | +7.1% |
| 3M | +14.8% | -21.0% | +35.8% | +21.4% |
| 6M | +7.0% | -37.1% | +44.1% | +20.7% |
| YTD | +23.8% | -42.7% | +66.5% | +42.7% |
| 1Y | +75.7% | -58.0% | +133.7% | +120.3% |
| 3Y | +156.4% | -57.8% | +214.2% | +203.7% |
| 5Y | +167.6% | +10.3% | +157.3% | +120.7% |
| All | +565.8% | +372.1% | +193.7% | +194.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling