+565.2%
COPX vs IBN
+324.2%
+241.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.0% | -0.9% |
| 7D | -2.3% | -3.0% | +0.7% | -1.2% |
| 30D | +0.3% | -1.5% | +1.8% | +0.8% |
| 3M | +6.8% | +7.9% | -1.1% | +3.3% |
| 6M | +7.9% | +8.6% | -0.7% | +4.2% |
| YTD | +23.7% | -0.6% | +24.3% | +23.7% |
| 1Y | +71.5% | -7.3% | +78.9% | +75.7% |
| 3Y | +149.1% | +26.2% | +122.9% | +122.0% |
| 5Y | +167.3% | +57.8% | +109.5% | +114.9% |
| All | +565.2% | +324.2% | +241.0% | +268.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded IBN 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling