+190.5%
COPX vs BLDR
+1,702.5%
-1,511.9%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.5% | -3.2% | -1.3% |
| 7D | -4.0% | -2.8% | -1.1% | -3.3% |
| 30D | +4.5% | -13.3% | +17.8% | +8.2% |
| 3M | +0.8% | -12.3% | +13.1% | +3.2% |
| 6M | +3.2% | -31.5% | +34.6% | +12.3% |
| YTD | +26.7% | -36.1% | +62.8% | +39.7% |
| 1Y | +85.7% | -54.1% | +139.8% | +121.5% |
| 3Y | +151.2% | -55.8% | +206.9% | +189.4% |
| 5Y | +170.0% | +20.7% | +149.3% | +130.5% |
| 10Y | +572.9% | +390.2% | +182.7% | +269.4% |
| All | +190.5% | +1,702.5% | -1,511.9% | -12.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling