+8,203.7%
COHR vs JBLU
-60.4%
+8,264.2%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +3.9% | +4.1% |
| 7D | +8.3% | -5.0% | +13.3% | +9.6% |
| 30D | -14.1% | -23.9% | +9.7% | -8.3% |
| 3M | -16.0% | -11.6% | -4.4% | -14.3% |
| 6M | +21.5% | -0.2% | +21.7% | +18.2% |
| YTD | +65.4% | -3.3% | +68.7% | +59.7% |
| 1Y | +195.0% | -15.4% | +210.4% | +192.3% |
| 3Y | +830.2% | -14.7% | +844.9% | +729.5% |
| 5Y | +397.1% | -70.0% | +467.1% | +463.9% |
| 10Y | +1,317.7% | -72.9% | +1,390.6% | +1,391.2% |
| All | +8,203.7% | -60.4% | +8,264.2% | +5,994.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU 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 JBLU 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