+32.2%
COPX vs CASY
+32.1%
0.0%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.4% | +2.6% | +4.0% |
| 7D | -3.0% | +0.8% | -3.8% | -2.9% |
| 30D | -13.6% | +9.4% | -23.1% | -13.7% |
| 3M | -11.2% | -20.6% | +9.4% | -10.6% |
| 6M | -2.4% | -20.7% | +18.3% | +1.7% |
| YTD | +4.2% | +22.5% | -18.3% | -2.4% |
| 1Y | +32.2% | +29.5% | +2.7% | +25.5% |
| All | +32.2% | +32.1% | 0.0% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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