+51.6%
COHR vs ITUB
+9.1%
+42.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +3.3% | -9.3% | -7.0% |
| 7D | -18.6% | -1.6% | -17.0% | -18.1% |
| 30D | -41.5% | -26.6% | -14.9% | -36.1% |
| 3M | -39.7% | -11.0% | -28.7% | -40.6% |
| 6M | -40.9% | -13.0% | -27.8% | -40.8% |
| YTD | +5.7% | +3.9% | +1.8% | +2.1% |
| 1Y | +51.6% | +9.8% | +41.8% | +39.6% |
| All | +51.6% | +9.1% | +42.5% | +39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB 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 ITUB 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