+141.5%
W vs COO
+43.7%
+97.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.7% | +3.3% | +2.9% |
| 7D | +6.5% | -2.3% | +8.8% | +8.5% |
| 30D | -6.2% | -8.8% | +2.6% | +1.2% |
| 3M | +48.9% | +1.3% | +47.5% | +46.6% |
| 6M | +31.2% | -11.6% | +42.8% | +44.0% |
| YTD | -0.4% | -17.4% | +17.0% | +15.5% |
| 1Y | +14.8% | -1.6% | +16.4% | +13.0% |
| 3Y | +40.5% | -22.6% | +63.1% | +65.1% |
| 5Y | -62.1% | -40.3% | -21.8% | -43.9% |
| 10Y | +141.5% | +45.2% | +96.3% | +119.0% |
| All | +141.5% | +43.7% | +97.8% | +119.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded COO 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling