+32.4%
PWR vs COPX
+31.7%
+0.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | +4.0% | -15.6% | -13.1% |
| 7D | -4.4% | -3.0% | -1.4% | -3.5% |
| 30D | -15.1% | -13.6% | -1.4% | -10.4% |
| 3M | -16.2% | -11.2% | -5.0% | -13.1% |
| 6M | -23.3% | -2.4% | -21.0% | -23.7% |
| YTD | +37.6% | +4.2% | +33.4% | +28.6% |
| 1Y | +32.4% | +32.2% | +0.2% | +8.8% |
| All | +32.4% | +31.7% | +0.7% | +8.8% |
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 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