+149.3%
COPX vs VSAT
+207.3%
-58.0%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +2.5% | -9.5% | -7.4% |
| 7D | -2.9% | +3.4% | -6.3% | -3.5% |
| 30D | 0.0% | -12.2% | +12.3% | +1.8% |
| 3M | +14.8% | +20.6% | -5.8% | +10.3% |
| 6M | +7.0% | +60.2% | -53.1% | -1.6% |
| YTD | +23.8% | +115.3% | -91.4% | +9.2% |
| 1Y | +75.7% | +154.6% | -78.9% | +51.0% |
| All | +149.3% | +207.3% | -58.0% | +99.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling