+16.2%
COPX vs SUNB
-0.8%
+17.0%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.9% | -5.0% | -1.2% |
| 7D | +6.0% | +9.4% | -3.4% | +2.4% |
| 30D | +6.4% | -6.9% | +13.3% | +9.0% |
| 3M | +19.3% | -11.3% | +30.6% | +24.2% |
| 6M | +16.2% | -1.8% | +18.0% | +17.0% |
| All | +16.2% | -0.8% | +17.0% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 6mo: compounded portfolio wealth divided by compounded SUNB 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…
6mo analysis · Full analysis span regression · 6 months rolling