+565.2%
COPX vs WCC
+541.6%
+23.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.7% | -3.8% | -1.6% |
| 7D | -2.3% | +1.5% | -3.9% | -2.9% |
| 30D | +0.3% | -2.1% | +2.4% | +1.0% |
| 3M | +6.8% | +3.8% | +3.0% | +4.7% |
| 6M | +7.9% | +35.0% | -27.0% | -4.7% |
| YTD | +23.7% | +46.4% | -22.6% | +5.6% |
| 1Y | +71.5% | +63.0% | +8.6% | +39.6% |
| 3Y | +149.1% | +133.9% | +15.2% | +63.7% |
| 5Y | +167.3% | +226.5% | -59.2% | +42.1% |
| All | +565.2% | +541.6% | +23.6% | +131.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded WCC 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling