+32.2%
COPX vs SUI
+1.6%
+30.5%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +5.2% | -1.2% | +4.2% |
| 7D | -3.0% | +10.0% | -13.0% | -2.3% |
| 30D | -13.6% | +8.4% | -22.0% | -13.5% |
| 3M | -11.2% | +0.7% | -11.9% | -11.3% |
| 6M | -2.4% | -0.9% | -1.5% | -2.4% |
| YTD | +4.2% | +0.6% | +3.6% | +4.3% |
| 1Y | +32.2% | +0.8% | +31.4% | +32.6% |
| All | +32.2% | +1.6% | +30.5% | +32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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