+780.0%
NOW vs COPX
+584.4%
+195.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -7.0% | +7.0% | +2.2% |
| 7D | -9.9% | -2.9% | -7.0% | -9.3% |
| 30D | +2.8% | 0.0% | +2.8% | +2.5% |
| 3M | +23.7% | +14.8% | +8.9% | +16.8% |
| 6M | +12.5% | +7.0% | +5.4% | +7.1% |
| YTD | -14.4% | +23.8% | -38.2% | -24.4% |
| 1Y | -29.0% | +75.7% | -104.7% | -45.4% |
| 3Y | +9.3% | +156.4% | -147.1% | -30.1% |
| 5Y | +1.2% | +167.6% | -166.4% | -37.7% |
| All | +780.0% | +584.4% | +195.6% | +252.9% |
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 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