+18.0%
COAL price history and return analytics
+62.3%
-44.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.8% | +2.7% |
| 7D | +2.4% | +1.0% | +1.4% | +1.6% |
| 30D | +17.5% | -0.2% | +17.8% | +17.7% |
| 3M | +6.3% | +4.5% | +1.8% | +2.4% |
| 6M | +11.2% | +14.1% | -2.8% | -0.6% |
| YTD | +24.7% | +14.8% | +10.0% | +10.8% |
| 1Y | +43.2% | +21.2% | +22.0% | +20.8% |
| All | +18.0% | +62.3% | -44.3% | -22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling