+830.2%
COHR vs LULU
-75.0%
+905.2%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.2% | +2.0% | +3.7% |
| 7D | +8.3% | -1.6% | +10.0% | +8.8% |
| 30D | -14.1% | -18.1% | +4.0% | -11.3% |
| 3M | -16.0% | -18.8% | +2.8% | -13.6% |
| 6M | +21.5% | -39.2% | +60.7% | +36.7% |
| YTD | +65.4% | -52.4% | +117.8% | +100.6% |
| 1Y | +195.0% | -40.3% | +235.3% | +224.8% |
| 3Y | +830.2% | -75.1% | +905.3% | +1,138.2% |
| All | +830.2% | -75.0% | +905.2% | +1,138.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU 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 LULU 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