+75.7%
COPX vs VO
+12.4%
+63.3%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.9% | -6.1% | -5.0% |
| 7D | -2.9% | -2.5% | -0.4% | +2.6% |
| 30D | 0.0% | -3.2% | +3.3% | +7.4% |
| 3M | +14.8% | +3.9% | +10.9% | +5.8% |
| 6M | +7.0% | +9.6% | -2.6% | -10.2% |
| YTD | +23.8% | +11.6% | +12.3% | +1.9% |
| 1Y | +75.7% | +12.6% | +63.1% | +44.0% |
| All | +75.7% | +12.4% | +63.3% | +44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling