+830.2%
COHR vs HAL
-7.8%
+838.0%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.6% | +4.8% | +4.4% |
| 7D | +8.3% | -3.3% | +11.7% | +9.7% |
| 30D | -14.1% | +8.2% | -22.3% | -16.7% |
| 3M | -16.0% | -9.4% | -6.6% | -13.2% |
| 6M | +21.5% | +0.6% | +20.8% | +19.8% |
| YTD | +65.4% | +28.6% | +36.9% | +45.3% |
| 1Y | +195.0% | +63.9% | +131.1% | +129.6% |
| 3Y | +830.2% | -7.1% | +837.3% | +691.7% |
| All | +830.2% | -7.8% | +838.0% | +691.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling