+64,642.4%
COHR vs PFE
+3,265.5%
+61,376.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.5% |
| 7D | +13.0% | -4.3% | +17.2% | +14.0% |
| 30D | -6.7% | +2.7% | -9.4% | -7.4% |
| 3M | -14.7% | +10.0% | -24.7% | -16.9% |
| 6M | +20.3% | +7.2% | +13.1% | +17.8% |
| YTD | +64.4% | +17.3% | +47.1% | +57.5% |
| 1Y | +205.9% | +20.3% | +185.6% | +191.0% |
| 3Y | +814.1% | -1.6% | +815.7% | +797.5% |
| 5Y | +387.4% | -21.4% | +408.7% | +396.4% |
| 10Y | +1,308.9% | +35.2% | +1,273.7% | +1,166.9% |
| All | +64,642.4% | +3,265.5% | +61,376.9% | +48,516.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling