+25.6%
HAL vs COPX
+31.7%
-6.1%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +4.0% | -7.1% | -3.5% |
| 7D | -7.7% | -3.0% | -4.8% | -7.5% |
| 30D | +0.7% | -13.6% | +14.3% | +1.9% |
| 3M | +2.5% | -11.2% | +13.7% | +3.4% |
| 6M | -20.7% | -2.4% | -18.3% | -20.6% |
| YTD | +18.4% | +4.2% | +14.2% | +10.9% |
| 1Y | +25.6% | +32.2% | -6.6% | +9.6% |
| All | +25.6% | +31.7% | -6.1% | +9.6% |
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