+377.2%
COHR vs DAL
+97.5%
+279.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.7% | -3.0% |
| 7D | +10.9% | -0.6% | +11.5% | +11.3% |
| 30D | -10.8% | -13.5% | +2.7% | -3.3% |
| 3M | -17.4% | +2.6% | -19.9% | -18.5% |
| 6M | +12.5% | +32.7% | -20.2% | -5.5% |
| YTD | +58.8% | +13.6% | +45.2% | +44.5% |
| 1Y | +183.3% | +28.8% | +154.4% | +138.2% |
| 3Y | +783.0% | +98.2% | +684.9% | +441.6% |
| 5Y | +377.2% | +105.9% | +271.3% | +172.8% |
| All | +377.2% | +97.5% | +279.8% | +172.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 5y: compounded portfolio wealth divided by compounded DAL 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…
5y analysis · Full analysis span regression · 6 months rolling