+1,298.9%
COHR vs DELL
+4,530.0%
-3,231.2%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +12.0% | -7.8% | -1.6% |
| 7D | +8.3% | +8.2% | +0.1% | +4.1% |
| 30D | -14.1% | +17.1% | -31.2% | -21.4% |
| 3M | -16.0% | +45.2% | -61.2% | -30.6% |
| 6M | +21.5% | +286.8% | -265.3% | -43.5% |
| YTD | +65.4% | +354.8% | -289.3% | -30.6% |
| 1Y | +195.0% | +358.3% | -163.2% | +22.1% |
| 3Y | +830.2% | +724.9% | +105.3% | +163.6% |
| 5Y | +397.1% | +1,193.7% | -796.6% | +6.9% |
| All | +1,298.9% | +4,530.0% | -3,231.2% | +31.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling