+71.5%
COPX vs WCC
+66.3%
+5.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.6% | -3.7% | -1.9% |
| 7D | -2.3% | +1.4% | -3.7% | -3.0% |
| 30D | +0.3% | -2.3% | +2.5% | +1.2% |
| 3M | +6.8% | +3.7% | +3.2% | +4.3% |
| 6M | +7.9% | +34.8% | -26.8% | -7.4% |
| YTD | +23.7% | +46.1% | -22.4% | +2.7% |
| 1Y | +71.5% | +62.7% | +8.8% | +39.4% |
| All | +71.5% | +66.3% | +5.2% | +39.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling