+51.6%
COHR vs MGY
+8.9%
+42.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -5.2% | -0.7% | -6.5% |
| 7D | -18.6% | -12.1% | -6.5% | -19.8% |
| 30D | -41.5% | -2.6% | -38.9% | -41.4% |
| 3M | -39.7% | -4.2% | -35.5% | -39.8% |
| 6M | -40.9% | -23.9% | -16.9% | -42.2% |
| YTD | +5.7% | +8.8% | -3.1% | +7.3% |
| 1Y | +51.6% | +9.5% | +42.1% | +54.0% |
| All | +51.6% | +8.9% | +42.7% | +54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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