+194.8%
COHR vs DELL
+328.0%
-133.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.5% | +5.1% | +6.1% |
| 7D | +1.0% | +14.9% | -13.9% | -4.1% |
| 30D | -14.1% | +13.3% | -27.4% | -18.1% |
| 3M | -33.2% | +24.4% | -57.6% | -38.0% |
| 6M | +2.5% | +258.0% | -255.5% | -37.3% |
| YTD | +52.7% | +320.2% | -267.5% | -12.2% |
| 1Y | +194.8% | +319.1% | -124.3% | +61.3% |
| All | +194.8% | +328.0% | -133.2% | +61.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DELL.
Daily Out/Under-Performance
Portfolio return minus DELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DELL 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 DELL 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