+194.8%
COHR vs CVX
+37.2%
+157.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.3% | +7.9% | +5.7% |
| 7D | +1.0% | +3.3% | -2.4% | +3.4% |
| 30D | -14.1% | +12.9% | -27.0% | -6.0% |
| 3M | -33.2% | +11.7% | -44.9% | -26.0% |
| 6M | +2.5% | +14.1% | -11.6% | +13.4% |
| YTD | +52.7% | +40.7% | +12.0% | +80.3% |
| 1Y | +194.8% | +37.5% | +157.3% | +240.3% |
| All | +194.8% | +37.2% | +157.6% | +240.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CVX.
Daily Out/Under-Performance
Portfolio return minus CVX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVX 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 CVX 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