+167.6%
COPX price history and return analytics
+63.7%
+103.9%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.9% | -6.1% | -5.7% |
| 7D | -2.9% | -2.0% | -0.9% | +0.2% |
| 30D | 0.0% | -1.4% | +1.4% | +2.3% |
| 3M | +14.8% | +4.7% | +10.1% | +7.9% |
| 6M | +7.0% | +11.4% | -4.3% | -6.4% |
| YTD | +23.8% | +13.1% | +10.8% | +6.8% |
| 1Y | +75.7% | +19.0% | +56.7% | +41.8% |
| 3Y | +156.4% | +73.9% | +82.4% | +26.9% |
| 5Y | +167.6% | +65.4% | +102.2% | +40.7% |
| All | +167.6% | +63.7% | +103.9% | +40.7% |
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