+51.6%
COHR vs DELL
+142.0%
-90.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -8.8% | +2.8% | -2.3% |
| 7D | -18.6% | -24.6% | +6.0% | -8.6% |
| 30D | -41.5% | -32.5% | -9.0% | -31.3% |
| 3M | -39.7% | -20.2% | -19.5% | -33.3% |
| 6M | -40.9% | +76.5% | -117.3% | -50.7% |
| YTD | +5.7% | +198.9% | -193.2% | -27.8% |
| 1Y | +51.6% | +143.3% | -91.7% | +15.1% |
| All | +51.6% | +142.0% | -90.4% | +15.1% |
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