+83.2%
COPA price history and return analytics
+35.8%
+47.5%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.6% | +3.2% | +1.3% |
| 7D | +3.5% | +0.4% | +3.2% | +2.9% |
| 30D | -12.8% | -2.6% | -10.2% | -8.4% |
| 3M | -14.6% | -3.2% | -11.3% | -9.1% |
| 6M | -8.9% | +0.9% | -9.8% | -8.5% |
| YTD | +6.8% | +11.3% | -4.5% | -6.4% |
| 1Y | +31.9% | +14.0% | +17.9% | +12.1% |
| All | +83.2% | +35.8% | +47.5% | +25.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling