+830.2%
COHR vs AZN
+28.0%
+802.2%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.3% | +3.8% | +4.1% |
| 7D | +8.3% | -1.6% | +9.9% | +8.5% |
| 30D | -14.1% | +1.1% | -15.2% | -14.3% |
| 3M | -16.0% | -12.1% | -3.9% | -14.9% |
| 6M | +21.5% | -17.1% | +38.6% | +25.2% |
| YTD | +65.4% | -12.0% | +77.4% | +66.7% |
| 1Y | +195.0% | -0.2% | +195.2% | +184.8% |
| 3Y | +830.2% | +26.8% | +803.4% | +709.1% |
| All | +830.2% | +28.0% | +802.2% | +709.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling