+35.9%
URI vs COPX
+20.9%
+15.0%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.8% | +3.4% | +4.0% |
| 7D | +2.6% | -1.5% | +4.1% | +2.9% |
| 30D | +9.1% | -14.0% | +23.1% | +11.4% |
| 3M | +1.0% | -17.1% | +18.1% | +3.7% |
| 6M | +23.3% | -15.9% | +39.2% | +25.6% |
| YTD | +43.3% | +2.6% | +40.7% | +27.4% |
| 1Y | +35.9% | +21.6% | +14.3% | +9.4% |
| All | +35.9% | +20.9% | +15.0% | +9.4% |
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