+65.2%
HAS vs COPX
+31.7%
+33.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +4.0% | -0.9% | +2.7% |
| 7D | +2.4% | -3.0% | +5.4% | +2.7% |
| 30D | +31.6% | -13.6% | +45.2% | +33.5% |
| 3M | +33.9% | -11.2% | +45.1% | +34.8% |
| 6M | +31.4% | -2.4% | +33.8% | +28.7% |
| YTD | +51.6% | +4.2% | +47.4% | +42.7% |
| 1Y | +65.2% | +32.2% | +33.0% | +43.9% |
| All | +65.2% | +31.7% | +33.5% | +43.9% |
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