-61.0%
PODD vs COPX
+73.7%
-134.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -2.0% |
| 7D | -10.5% | -2.3% | -8.2% | -10.6% |
| 30D | -9.0% | +0.3% | -9.3% | -8.9% |
| 3M | -11.5% | +6.8% | -18.4% | -10.7% |
| 6M | -44.7% | +7.9% | -52.7% | -44.4% |
| YTD | -53.6% | +23.7% | -77.3% | -54.0% |
| 1Y | -61.0% | +71.5% | -132.5% | -61.7% |
| All | -61.0% | +73.7% | -134.7% | -61.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling