+90.2%
COPX vs CASY
+22.7%
+67.5%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -14.2% | +15.2% | +1.4% |
| 7D | +6.0% | -16.5% | +22.5% | +6.6% |
| 30D | +6.4% | -26.4% | +32.8% | +7.9% |
| 3M | +19.3% | -17.3% | +36.6% | +18.4% |
| 6M | +16.2% | -5.2% | +21.4% | +8.2% |
| YTD | +33.2% | +14.1% | +19.1% | +20.8% |
| 1Y | +90.2% | +16.6% | +73.6% | +74.1% |
| All | +90.2% | +22.7% | +67.5% | +74.1% |
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