+193.1%
COPX vs WCC
+228.2%
-35.1%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.4% |
| 7D | +6.0% | +6.8% | -0.8% | +3.4% |
| 30D | +6.4% | -3.0% | +9.4% | +7.5% |
| 3M | +19.3% | +0.2% | +19.1% | +18.7% |
| 6M | +16.2% | +33.2% | -16.9% | +4.7% |
| YTD | +33.2% | +45.8% | -12.7% | +16.1% |
| 1Y | +90.2% | +68.4% | +21.9% | +57.6% |
| 3Y | +175.7% | +131.1% | +44.5% | +92.8% |
| 5Y | +193.1% | +225.6% | -32.5% | +62.4% |
| All | +193.1% | +228.2% | -35.1% | +62.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling