+2,271.9%
D vs COO
+5,988.7%
-3,716.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.4% |
| 7D | +1.5% | -2.2% | +3.7% | +1.6% |
| 30D | -2.6% | -7.0% | +4.4% | -2.3% |
| 3M | 0.0% | +12.2% | -12.2% | -0.5% |
| 6M | +7.4% | -15.1% | +22.5% | +8.1% |
| YTD | +15.9% | -15.1% | +31.0% | +16.6% |
| 1Y | +18.1% | +2.3% | +15.8% | +17.8% |
| 3Y | +58.4% | -23.7% | +82.1% | +59.6% |
| 5Y | +5.2% | -38.9% | +44.1% | +6.7% |
| 10Y | +35.9% | +49.9% | -14.1% | +33.4% |
| All | +2,271.9% | +5,988.7% | -3,716.8% | +2,121.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded COO 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling