+194.8%
COHR vs CTVA
+22.4%
+172.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.9% | +7.5% | +6.4% |
| 7D | +1.0% | +4.9% | -4.0% | +1.9% |
| 30D | -14.1% | +11.9% | -26.0% | -12.1% |
| 3M | -33.2% | +13.7% | -46.9% | -33.9% |
| 6M | +2.5% | +13.1% | -10.6% | +2.3% |
| YTD | +52.7% | +32.0% | +20.8% | +56.9% |
| 1Y | +194.8% | +22.1% | +172.7% | +187.3% |
| All | +194.8% | +22.4% | +172.3% | +187.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CTVA.
Daily Out/Under-Performance
Portfolio return minus CTVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTVA 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 CTVA 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