+314.1%
COPX vs VSAT
-16.2%
+330.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.9% | +2.4% | -1.5% |
| 7D | -2.8% | +5.9% | -8.7% | -4.1% |
| 30D | -14.3% | +9.7% | -24.0% | -16.6% |
| 3M | -19.0% | -18.3% | -0.7% | -16.6% |
| 6M | -24.4% | -4.1% | -20.4% | -26.0% |
| YTD | -3.2% | +96.5% | -99.8% | -19.1% |
| 1Y | +15.2% | +89.3% | -74.1% | -3.5% |
| 3Y | +127.6% | +270.1% | -142.4% | +43.3% |
| 5Y | +106.0% | +26.4% | +79.6% | +58.4% |
| All | +314.1% | -16.2% | +330.3% | +201.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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