+264.4%
COP price history and return analytics
+346.0%
-81.6%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.4% |
| 7D | -11.5% | -2.3% | -9.2% | -9.5% |
| 30D | +5.0% | -5.0% | +9.9% | +10.2% |
| 3M | +17.5% | -4.9% | +22.4% | +22.8% |
| 6M | +16.2% | -1.5% | +17.8% | +15.7% |
| YTD | +48.8% | +8.5% | +40.3% | +31.0% |
| 1Y | +64.1% | +11.4% | +52.7% | +40.1% |
| 3Y | +25.7% | +70.1% | -44.4% | -33.9% |
| 5Y | +114.4% | +53.7% | +60.6% | +24.3% |
| 10Y | +331.7% | +220.0% | +111.7% | +18.6% |
| All | +264.4% | +346.0% | -81.6% | -34.4% |
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