+26.1%
COHR vs JBL
+12.7%
+13.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.0% | -8.6% | -4.4% | -2.3% |
| 7D | -28.4% | -17.9% | -10.6% | -7.8% |
| 30D | -49.8% | -23.6% | -26.3% | -29.3% |
| 3M | -48.3% | -30.2% | -18.1% | -18.6% |
| 6M | -49.4% | -29.9% | -19.5% | -19.1% |
| YTD | -8.0% | +3.7% | -11.8% | -5.4% |
| 1Y | +26.1% | +8.5% | +17.6% | +24.8% |
| All | +26.1% | +12.7% | +13.4% | +24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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