+36.0%
VIK vs COPX
+84.7%
-48.7%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.5% |
| 7D | -3.0% | -4.0% | +0.9% | -1.8% |
| 30D | -20.7% | +4.5% | -25.3% | -21.9% |
| 3M | -4.6% | +0.8% | -5.5% | -5.6% |
| 6M | +14.0% | +3.2% | +10.8% | +8.2% |
| YTD | +20.2% | +26.7% | -6.5% | +8.2% |
| 1Y | +36.0% | +85.7% | -49.7% | +13.1% |
| All | +36.0% | +84.7% | -48.7% | +13.1% |
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