+62,442.9%
COHR vs HAL
+579.0%
+61,864.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.9% | -0.5% | -2.7% |
| 7D | +10.9% | -3.3% | +14.1% | +11.8% |
| 30D | -10.8% | +7.2% | -18.0% | -12.4% |
| 3M | -17.4% | -8.8% | -8.6% | -16.1% |
| 6M | +12.5% | +3.0% | +9.5% | +10.8% |
| YTD | +58.8% | +29.4% | +29.4% | +47.2% |
| 1Y | +183.3% | +62.8% | +120.5% | +147.2% |
| 3Y | +783.0% | -6.4% | +789.5% | +773.6% |
| 5Y | +377.2% | +103.6% | +273.6% | +279.3% |
| 10Y | +1,261.0% | +4.3% | +1,256.7% | +1,022.4% |
| All | +62,442.9% | +579.0% | +61,864.0% | +40,968.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling