+12.7%
HAS vs COPX
+190.5%
-177.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.1% | -6.5% | -3.5% |
| 7D | -3.1% | +5.8% | -8.9% | -4.6% |
| 30D | -2.7% | +7.2% | -9.9% | -4.8% |
| 3M | +8.9% | +16.5% | -7.6% | +3.6% |
| 6M | -2.9% | +18.4% | -21.4% | -9.4% |
| YTD | +12.6% | +31.9% | -19.3% | +0.3% |
| 1Y | +17.5% | +88.5% | -71.0% | -7.4% |
| 3Y | +46.2% | +173.1% | -126.9% | -0.3% |
| All | +12.7% | +190.5% | -177.9% | -26.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling