+184.0%
COPX vs UUUU
+29.8%
+154.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -6.3% | -0.7% | -5.9% |
| 7D | -2.9% | -5.0% | +2.1% | -2.0% |
| 30D | 0.0% | -7.8% | +7.8% | +1.3% |
| 3M | +14.8% | -0.4% | +15.2% | +14.5% |
| 6M | +7.0% | -32.9% | +39.9% | +13.6% |
| YTD | +23.8% | -6.3% | +30.1% | +23.2% |
| 1Y | +75.7% | +7.9% | +67.8% | +66.9% |
| 3Y | +156.4% | +85.2% | +71.2% | +111.1% |
| 5Y | +167.6% | +97.0% | +70.6% | +108.1% |
| 10Y | +569.1% | +492.6% | +76.5% | +282.1% |
| All | +184.0% | +29.8% | +154.1% | +62.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling