+21.5%
COHR vs CVX
+16.8%
+4.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.6% | +3.6% | +4.8% |
| 7D | +8.3% | +2.6% | +5.7% | +11.0% |
| 30D | -14.1% | +9.8% | -24.0% | -5.7% |
| 3M | -16.0% | +16.2% | -32.2% | +0.8% |
| 6M | +21.5% | +13.6% | +7.8% | +43.3% |
| All | +21.5% | +16.8% | +4.7% | +43.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling