+75.3%
VIAV vs COPX
+31.7%
+43.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +4.0% | -6.2% | -5.0% |
| 7D | -14.7% | -3.0% | -11.8% | -12.9% |
| 30D | -37.4% | -13.6% | -23.7% | -30.5% |
| 3M | -27.1% | -11.2% | -15.9% | -20.7% |
| 6M | -44.0% | -2.4% | -41.6% | -42.0% |
| YTD | +64.9% | +4.2% | +60.7% | +60.5% |
| 1Y | +75.3% | +32.2% | +43.1% | +47.9% |
| All | +75.3% | +31.7% | +43.6% | +47.9% |
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