+194.8%
COHR vs PSX
+101.0%
+93.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.2% | +6.4% | +6.6% |
| 7D | +1.0% | +4.5% | -3.6% | +2.1% |
| 30D | -14.1% | +26.6% | -40.7% | -8.8% |
| 3M | -33.2% | +39.3% | -72.5% | -27.7% |
| 6M | +2.5% | +56.8% | -54.3% | +13.5% |
| YTD | +52.7% | +101.8% | -49.1% | +70.1% |
| 1Y | +194.8% | +99.6% | +95.2% | +235.6% |
| All | +194.8% | +101.0% | +93.7% | +235.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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