+3,343.4%
STX vs COPX
+583.8%
+2,759.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.1% | -3.6% | -3.7% |
| 7D | -2.3% | -2.3% | +0.1% | -1.2% |
| 30D | -5.5% | +0.3% | -5.7% | -5.9% |
| 3M | -4.3% | +6.8% | -11.1% | -7.4% |
| 6M | +115.6% | +7.9% | +107.7% | +105.9% |
| YTD | +202.2% | +23.7% | +178.5% | +171.9% |
| 1Y | +325.3% | +71.5% | +253.8% | +230.7% |
| 3Y | +1,283.9% | +149.1% | +1,134.8% | +777.3% |
| 5Y | +1,048.3% | +167.3% | +881.0% | +583.3% |
| All | +3,343.4% | +583.8% | +2,759.6% | +1,146.2% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling