+90.2%
COPX vs WST
+33.7%
+56.5%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.2% | +1.0% |
| 7D | +6.0% | -1.7% | +7.6% | +6.3% |
| 30D | +6.4% | -4.3% | +10.7% | +7.2% |
| 3M | +19.3% | +0.7% | +18.5% | +19.0% |
| 6M | +16.2% | +36.0% | -19.8% | +8.0% |
| YTD | +33.2% | +22.7% | +10.4% | +26.7% |
| 1Y | +90.2% | +34.1% | +56.1% | +74.1% |
| All | +90.2% | +33.7% | +56.5% | +74.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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