+521.8%
NOW vs COPX
+322.8%
+199.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.8% | +2.4% | +2.9% |
| 7D | -5.6% | -1.5% | -4.0% | -5.1% |
| 30D | -26.8% | -14.0% | -12.8% | -23.5% |
| 3M | -19.4% | -17.1% | -2.3% | -15.4% |
| 6M | +12.3% | -15.9% | +28.2% | +15.7% |
| YTD | -32.9% | +2.6% | -35.5% | -37.6% |
| 1Y | -40.3% | +21.6% | -61.9% | -48.1% |
| 3Y | -19.1% | +142.7% | -161.7% | -48.6% |
| 5Y | -24.4% | +122.2% | -146.6% | -51.2% |
| 10Y | +521.8% | +338.8% | +183.1% | +159.6% |
| All | +521.8% | +322.8% | +199.0% | +159.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling