Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • SOLS vs COO✓SelectedUSD · COOSOLS vs COO performance historyLatest closeAs of-2.69%09/10
Stock and ETF performance explorer

SOLS vs COO

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+27.6%
COO return
-28.7%
Excess return
+56.3%
Maximum drawdown
-37.5%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioCOOExcessAlpha
1D-2.7%-14.7%+12.0%-0.3%
7D+0.3%-23.3%+23.6%+4.3%
30D+0.9%-29.5%+30.4%+6.2%
3M-20.7%-20.0%-0.7%-18.4%
6M-17.7%-27.2%+9.5%-9.2%
YTD+27.1%-33.9%+61.0%+44.9%
All+27.6%-28.7%+56.3%+38.8%

Cumulative growth

Daily Returns

Daily percentage return beside COO.

Daily Out/Under-Performance

Portfolio return minus COO return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × COO 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 COO 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