-61.5%
COZX price history and return analytics
+17.4%
-78.8%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | -0.5% | +9.8% | +12.1% |
| 7D | +34.0% | +1.0% | +33.0% | +27.2% |
| 30D | -25.1% | -0.2% | -24.9% | -23.2% |
| 3M | -61.9% | +4.5% | -66.5% | -68.4% |
| 6M | +8.8% | +14.1% | -5.3% | -39.8% |
| YTD | +0.4% | +14.8% | -14.4% | -41.0% |
| All | -61.5% | +17.4% | -78.8% | -78.7% |
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 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