+565.2%
COPX vs UUUU
+465.5%
+99.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.0% | +4.9% | +1.0% |
| 7D | -2.3% | -10.5% | +8.2% | 0.0% |
| 30D | +0.3% | -10.5% | +10.8% | +2.5% |
| 3M | +6.8% | -14.1% | +20.9% | +9.8% |
| 6M | +7.9% | -35.5% | +43.4% | +17.1% |
| YTD | +23.7% | -10.9% | +34.7% | +24.0% |
| 1Y | +71.5% | +3.4% | +68.2% | +61.7% |
| 3Y | +149.1% | +73.1% | +76.0% | +95.6% |
| 5Y | +167.3% | +87.1% | +80.2% | +93.5% |
| All | +565.2% | +465.5% | +99.7% | +211.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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