+2,771.1%
NOW vs COPX
+261.6%
+2,509.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.3% | -2.8% |
| 7D | -2.4% | -4.0% | +1.6% | -1.2% |
| 30D | +20.5% | +4.5% | +16.0% | +18.8% |
| 3M | +18.3% | +0.8% | +17.5% | +16.8% |
| 6M | +24.1% | +3.2% | +20.9% | +19.6% |
| YTD | -7.8% | +26.7% | -34.5% | -18.4% |
| 1Y | -21.4% | +85.7% | -107.1% | -39.6% |
| 3Y | +19.5% | +151.2% | -131.6% | -20.2% |
| 5Y | +4.1% | +170.0% | -165.9% | -33.6% |
| 10Y | +826.4% | +572.9% | +253.5% | +298.0% |
| All | +2,771.1% | +261.6% | +2,509.5% | +1,502.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling