+830.2%
COHR vs CIEN
+624.4%
+205.7%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.5% | -0.3% | +0.5% |
| 7D | +8.3% | +8.9% | -0.5% | +1.0% |
| 30D | -14.1% | -19.1% | +5.0% | +1.9% |
| 3M | -16.0% | -21.5% | +5.5% | +4.0% |
| 6M | +21.5% | +2.8% | +18.6% | +18.8% |
| YTD | +65.4% | +49.5% | +16.0% | +18.6% |
| 1Y | +195.0% | +163.8% | +31.2% | +34.2% |
| 3Y | +830.2% | +615.8% | +214.3% | +88.9% |
| All | +830.2% | +624.4% | +205.7% | +88.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CIEN.
Daily Out/Under-Performance
Portfolio return minus CIEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIEN 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 CIEN 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