+71.7%
COPX vs BLDR
-58.4%
+130.1%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -3.9% | -3.0% | -6.0% |
| 7D | -2.9% | -8.1% | +5.2% | -0.9% |
| 30D | 0.0% | -21.5% | +21.5% | +6.1% |
| 3M | +14.8% | -21.0% | +35.8% | +20.5% |
| 6M | +7.0% | -37.1% | +44.1% | +18.7% |
| YTD | +23.8% | -42.7% | +66.5% | +39.5% |
| All | +71.7% | -58.4% | +130.1% | +108.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling