+12.8%
TEAM vs COPX
+84.7%
-71.9%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -2.7% |
| 7D | -0.4% | -4.0% | +3.5% | -1.1% |
| 30D | +67.3% | +4.5% | +62.8% | +68.3% |
| 3M | +86.8% | +0.8% | +85.9% | +89.2% |
| 6M | +146.8% | +3.2% | +143.6% | +151.7% |
| YTD | +16.9% | +26.7% | -9.8% | +19.4% |
| 1Y | +12.8% | +85.7% | -72.9% | +12.9% |
| All | +12.8% | +84.7% | -71.9% | +12.9% |
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