+1,797.9%
WDC vs COPX
+179.8%
+1,618.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -7.0% | +2.6% | -0.5% |
| 7D | +4.4% | -2.9% | +7.3% | +6.1% |
| 30D | +5.3% | 0.0% | +5.3% | +4.6% |
| 3M | -5.9% | +14.8% | -20.7% | -12.7% |
| 6M | +73.2% | +7.0% | +66.2% | +66.1% |
| YTD | +167.8% | +23.8% | +144.0% | +138.5% |
| 1Y | +386.0% | +75.7% | +310.3% | +258.7% |
| 3Y | +1,309.7% | +156.4% | +1,153.3% | +719.5% |
| 5Y | +957.1% | +167.6% | +789.5% | +483.6% |
| 10Y | +1,246.7% | +569.1% | +677.6% | +341.3% |
| All | +1,797.9% | +179.8% | +1,618.1% | +749.1% |
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 1990-01-01 to 2026-09-10: 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling