+830.2%
COHR vs DELL
+737.0%
+93.2%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +12.0% | -7.8% | -1.2% |
| 7D | +8.3% | +8.2% | +0.1% | +4.4% |
| 30D | -14.1% | +17.1% | -31.2% | -20.7% |
| 3M | -16.0% | +45.2% | -61.2% | -29.4% |
| 6M | +21.5% | +286.8% | -265.3% | -41.0% |
| YTD | +65.4% | +354.8% | -289.3% | -27.3% |
| 1Y | +195.0% | +358.3% | -163.2% | +27.6% |
| 3Y | +830.2% | +724.9% | +105.3% | +186.3% |
| All | +830.2% | +737.0% | +93.2% | +186.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling