+165.6%
COPX vs VO
+57.3%
+108.2%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.6% | +4.7% | +4.9% |
| 7D | +5.8% | +0.6% | +5.1% | +4.8% |
| 30D | +7.2% | -1.1% | +8.3% | +8.8% |
| 3M | +16.5% | +4.5% | +12.0% | +9.8% |
| 6M | +18.4% | +11.1% | +7.4% | +3.9% |
| YTD | +31.9% | +13.5% | +18.4% | +13.2% |
| 1Y | +88.5% | +14.5% | +74.0% | +60.5% |
| All | +165.6% | +57.3% | +108.2% | +57.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling