+26.1%
COHR vs BDX
+56.8%
-30.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.0% | +2.1% | -15.1% | -11.2% |
| 7D | -28.4% | +7.7% | -36.1% | -23.4% |
| 30D | -49.8% | +18.4% | -68.3% | -41.6% |
| 3M | -48.3% | +25.9% | -74.1% | -36.8% |
| 6M | -49.4% | +50.0% | -99.5% | -31.9% |
| YTD | -8.0% | +42.7% | -50.7% | +30.4% |
| 1Y | +26.1% | +57.8% | -31.8% | +88.4% |
| All | +26.1% | +56.8% | -30.7% | +88.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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