+149.1%
COPX vs BLDR
-57.1%
+206.2%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.4% | -2.5% | -0.7% |
| 7D | -2.3% | -8.2% | +5.9% | -0.4% |
| 30D | +0.3% | -16.6% | +16.9% | +4.5% |
| 3M | +6.8% | -23.2% | +30.0% | +12.6% |
| 6M | +7.9% | -33.7% | +41.7% | +17.5% |
| YTD | +23.7% | -41.3% | +65.1% | +37.8% |
| 1Y | +71.5% | -58.8% | +130.3% | +105.8% |
| 3Y | +149.1% | -57.5% | +206.6% | +182.2% |
| All | +149.1% | -57.1% | +206.2% | +182.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling