+51.6%
COHR vs PSX
+97.5%
-45.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -4.5% | -1.4% | -7.0% |
| 7D | -18.6% | -5.2% | -13.4% | -19.4% |
| 30D | -41.5% | -3.7% | -37.8% | -41.8% |
| 3M | -39.7% | +26.8% | -66.5% | -35.1% |
| 6M | -40.9% | +47.3% | -88.2% | -34.2% |
| YTD | +5.7% | +105.4% | -99.7% | +22.7% |
| 1Y | +51.6% | +96.9% | -45.3% | +82.0% |
| All | +51.6% | +97.5% | -45.9% | +82.0% |
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