+66.2%
PWR vs COPX
+84.7%
-18.5%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.9% |
| 7D | +3.6% | -4.0% | +7.6% | +5.1% |
| 30D | -8.6% | +4.5% | -13.1% | -10.4% |
| 3M | -13.2% | +0.8% | -14.0% | -14.6% |
| 6M | +9.9% | +3.2% | +6.7% | +5.8% |
| YTD | +48.0% | +26.7% | +21.3% | +28.5% |
| 1Y | +66.2% | +85.7% | -19.5% | +21.4% |
| All | +66.2% | +84.7% | -18.5% | +21.4% |
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