+326.5%
COPX vs RACE
+740.2%
-413.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.8% | -2.4% | -2.8% |
| 7D | +1.6% | +0.2% | +1.4% | +1.6% |
| 30D | -15.0% | +6.6% | -21.6% | -17.7% |
| 3M | -18.6% | +2.2% | -20.8% | -19.6% |
| 6M | -14.9% | +22.4% | -37.3% | -23.6% |
| YTD | +1.8% | +13.8% | -11.9% | -5.5% |
| 1Y | +19.7% | +2.2% | +17.5% | +16.8% |
| 3Y | +140.9% | +25.6% | +115.2% | +97.4% |
| 5Y | +130.6% | +71.0% | +59.6% | +55.0% |
| 10Y | +326.5% | +739.1% | -412.6% | +43.2% |
| All | +326.5% | +740.2% | -413.7% | +43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling