+21.5%
COHR vs DELL
+291.3%
-269.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +12.0% | -7.8% | +0.3% |
| 7D | +8.3% | +8.2% | +0.1% | +5.5% |
| 30D | -14.1% | +17.1% | -31.2% | -18.8% |
| 3M | -16.0% | +45.2% | -61.2% | -24.8% |
| 6M | +21.5% | +286.8% | -265.3% | -38.9% |
| All | +21.5% | +291.3% | -269.8% | -38.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling