+84.3%
VZ vs COPX
+171.8%
-87.5%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.1% | -3.6% | +0.6% |
| 7D | +0.2% | +5.8% | -5.5% | +0.3% |
| 30D | +7.1% | +7.2% | -0.1% | +7.2% |
| 3M | +12.8% | +16.5% | -3.7% | +13.0% |
| 6M | +1.8% | +18.4% | -16.6% | +2.0% |
| YTD | +30.0% | +31.9% | -1.9% | +28.6% |
| 1Y | +24.3% | +88.5% | -64.2% | +20.6% |
| 3Y | +84.3% | +173.1% | -88.8% | +68.3% |
| All | +84.3% | +171.8% | -87.5% | +68.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling