-65.5%
CSGP vs COPX
+88.4%
-154.0%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.1% | -5.9% | -1.2% |
| 7D | -5.1% | +5.8% | -10.9% | -4.2% |
| 30D | +0.3% | +7.2% | -6.9% | +1.6% |
| 3M | -9.1% | +16.5% | -25.6% | -5.9% |
| 6M | -37.3% | +18.4% | -55.7% | -34.7% |
| YTD | -54.9% | +31.9% | -86.8% | -53.8% |
| 1Y | -65.5% | +88.5% | -154.0% | -66.1% |
| All | -65.5% | +88.4% | -154.0% | -66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded COPX 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling