+26.1%
COHR vs OKE
+40.8%
-14.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.0% | -2.7% | -10.3% | -13.7% |
| 7D | -28.4% | -9.0% | -19.5% | -30.6% |
| 30D | -49.8% | -2.3% | -47.6% | -49.9% |
| 3M | -48.3% | 0.0% | -48.2% | -47.6% |
| 6M | -49.4% | -2.0% | -47.5% | -49.4% |
| YTD | -8.0% | +23.2% | -31.2% | -4.8% |
| 1Y | +26.1% | +36.6% | -10.5% | +17.9% |
| All | +26.1% | +40.8% | -14.7% | +17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE 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 OKE 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