+205.3%
COPX vs VEU
+206.5%
-1.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +2.1% |
| 7D | +6.0% | +0.3% | +5.7% | +5.4% |
| 30D | +6.4% | +0.7% | +5.8% | +5.4% |
| 3M | +19.3% | +4.7% | +14.6% | +12.2% |
| 6M | +16.2% | +11.6% | +4.6% | +0.8% |
| YTD | +33.2% | +16.8% | +16.4% | +9.0% |
| 1Y | +90.2% | +24.9% | +65.4% | +41.7% |
| 3Y | +175.7% | +75.7% | +99.9% | +27.4% |
| 5Y | +193.1% | +56.1% | +137.0% | +65.3% |
| 10Y | +619.4% | +153.6% | +465.8% | +114.2% |
| All | +205.3% | +206.5% | -1.2% | -25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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