+591.7%
COPX vs SUI
+104.3%
+487.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.5% | +5.6% | +4.7% |
| 7D | +5.8% | -3.1% | +8.9% | +7.0% |
| 30D | +7.2% | -2.3% | +9.5% | +8.0% |
| 3M | +16.5% | -2.8% | +19.3% | +17.1% |
| 6M | +18.4% | -12.4% | +30.8% | +23.8% |
| YTD | +31.9% | -3.3% | +35.2% | +32.4% |
| 1Y | +88.5% | -5.8% | +94.3% | +90.7% |
| 3Y | +173.1% | +12.5% | +160.6% | +151.0% |
| 5Y | +193.1% | -32.9% | +226.0% | +228.7% |
| 10Y | +591.7% | +104.4% | +487.3% | +526.6% |
| All | +591.7% | +104.3% | +487.3% | +526.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling