+619.4%
COPX vs RY
+372.5%
+246.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +2.0% | +2.1% |
| 7D | +6.0% | -0.5% | +6.5% | +6.5% |
| 30D | +6.4% | -1.9% | +8.3% | +8.2% |
| 3M | +19.3% | +5.1% | +14.1% | +12.4% |
| 6M | +16.2% | +28.2% | -11.9% | -11.0% |
| YTD | +33.2% | +22.9% | +10.3% | +6.9% |
| 1Y | +90.2% | +45.5% | +44.7% | +27.7% |
| 3Y | +175.7% | +156.7% | +19.0% | -0.9% |
| 5Y | +193.1% | +137.7% | +55.4% | +15.2% |
| 10Y | +619.4% | +375.5% | +243.9% | +45.5% |
| All | +619.4% | +372.5% | +246.9% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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