+194.8%
COHR vs HAL
+74.7%
+120.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.6% | +7.2% | +6.7% |
| 7D | +1.0% | +2.9% | -2.0% | +0.7% |
| 30D | -14.1% | +17.0% | -31.2% | -15.7% |
| 3M | -33.2% | -9.7% | -23.5% | -31.3% |
| 6M | +2.5% | +8.6% | -6.1% | +2.9% |
| YTD | +52.7% | +33.0% | +19.7% | +49.4% |
| 1Y | +194.8% | +68.3% | +126.5% | +188.0% |
| All | +194.8% | +74.7% | +120.1% | +188.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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