+591.7%
COPX vs EXPD
+308.0%
+283.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.5% | +5.6% | +4.9% |
| 7D | +5.8% | -0.9% | +6.7% | +6.2% |
| 30D | +7.2% | +4.1% | +3.2% | +5.0% |
| 3M | +16.5% | +13.8% | +2.7% | +8.8% |
| 6M | +18.4% | +27.3% | -8.8% | +3.6% |
| YTD | +31.9% | +25.4% | +6.5% | +14.9% |
| 1Y | +88.5% | +54.4% | +34.1% | +44.8% |
| 3Y | +173.1% | +67.9% | +105.2% | +95.0% |
| 5Y | +193.1% | +59.2% | +133.9% | +109.3% |
| 10Y | +591.7% | +308.6% | +283.1% | +188.0% |
| All | +591.7% | +308.0% | +283.7% | +188.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded EXPD 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling