+51.6%
COHR vs AZN
+18.4%
+33.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +2.8% | -8.8% | -4.6% |
| 7D | -18.6% | +11.5% | -30.1% | -14.1% |
| 30D | -41.5% | +20.8% | -62.3% | -36.4% |
| 3M | -39.7% | +21.5% | -61.2% | -34.2% |
| 6M | -40.9% | +3.0% | -43.9% | -36.2% |
| YTD | +5.7% | +3.9% | +1.8% | +10.9% |
| 1Y | +51.6% | +16.4% | +35.2% | +40.1% |
| All | +51.6% | +18.4% | +33.2% | +40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AZN.
Daily Out/Under-Performance
Portfolio return minus AZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZN 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 1y: compounded portfolio wealth divided by compounded AZN 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…
1y analysis · Full analysis span regression · 6 months rolling