+194.8%
COHR vs PFE
+22.9%
+171.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.2% | +7.8% | +6.4% |
| 7D | +1.0% | +1.8% | -0.8% | +1.2% |
| 30D | -14.1% | +10.2% | -24.4% | -13.3% |
| 3M | -33.2% | +12.7% | -45.9% | -31.8% |
| 6M | +2.5% | +10.5% | -8.0% | +5.1% |
| YTD | +52.7% | +20.2% | +32.6% | +51.6% |
| 1Y | +194.8% | +24.1% | +170.7% | +187.7% |
| All | +194.8% | +22.9% | +171.9% | +187.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PFE.
Daily Out/Under-Performance
Portfolio return minus PFE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFE 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 PFE 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