+183.3%
COHR vs CVE
+107.0%
+76.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -3.3% |
| 7D | +10.9% | +1.6% | +9.2% | +10.6% |
| 30D | -10.8% | +11.7% | -22.5% | -12.5% |
| 3M | -17.4% | +18.2% | -35.5% | -19.8% |
| 6M | +12.5% | +48.8% | -36.3% | +1.8% |
| YTD | +58.8% | +99.4% | -40.5% | +32.8% |
| 1Y | +183.3% | +97.9% | +85.4% | +145.3% |
| All | +183.3% | +107.0% | +76.3% | +145.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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