+202.4%
COPX price history and return analytics
+405.5%
-203.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.5% | +4.6% | +4.9% |
| 7D | +5.8% | +1.0% | +4.7% | +4.1% |
| 30D | +7.2% | -0.2% | +7.4% | +7.6% |
| 3M | +16.5% | +4.5% | +12.0% | +9.8% |
| 6M | +18.4% | +14.1% | +4.4% | -0.3% |
| YTD | +31.9% | +14.8% | +17.2% | +10.7% |
| 1Y | +88.5% | +21.2% | +67.3% | +46.7% |
| 3Y | +173.1% | +76.6% | +96.5% | +23.9% |
| 5Y | +193.1% | +66.6% | +126.5% | +46.1% |
| 10Y | +591.7% | +222.3% | +369.4% | +31.8% |
| All | +202.4% | +405.5% | -203.1% | -68.9% |
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