+73.2%
CVE vs COPX
+31.7%
+41.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +4.0% | -11.6% | -7.6% |
| 7D | -12.1% | -3.0% | -9.1% | -12.0% |
| 30D | -9.8% | -13.6% | +3.8% | -9.6% |
| 3M | -0.7% | -11.2% | +10.5% | -0.5% |
| 6M | -4.3% | -2.4% | -1.9% | -3.9% |
| YTD | +70.6% | +4.2% | +66.4% | +71.2% |
| 1Y | +73.2% | +32.2% | +41.0% | +63.7% |
| All | +73.2% | +31.7% | +41.4% | +63.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling