+1,298.9%
COHR vs HAL
+4.5%
+1,294.3%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.6% | +4.8% | +4.4% |
| 7D | +8.3% | -3.3% | +11.7% | +9.5% |
| 30D | -14.1% | +8.2% | -22.3% | -16.3% |
| 3M | -16.0% | -9.4% | -6.6% | -14.1% |
| 6M | +21.5% | +0.6% | +20.8% | +20.0% |
| YTD | +65.4% | +28.6% | +36.9% | +50.1% |
| 1Y | +195.0% | +63.9% | +131.1% | +146.2% |
| 3Y | +830.2% | -7.1% | +837.3% | +808.8% |
| 5Y | +397.1% | +102.3% | +294.8% | +263.6% |
| All | +1,298.9% | +4.5% | +1,294.3% | +973.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling