+963.5%
HOOD vs COPX
+168.3%
+795.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -2.4% |
| 7D | +7.7% | +6.0% | +1.8% | +3.2% |
| 30D | +22.0% | +6.4% | +15.5% | +16.8% |
| 3M | +37.6% | +19.3% | +18.3% | +20.3% |
| 6M | +45.3% | +16.2% | +29.0% | +27.4% |
| YTD | +1.9% | +33.2% | -31.2% | -21.8% |
| 1Y | -2.7% | +90.2% | -92.9% | -44.0% |
| All | +963.5% | +168.3% | +795.1% | +322.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling