+1,257.2%
COHR vs PSX
+1,160.7%
+96.5%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.4% | +3.8% | +4.0% |
| 7D | +8.3% | +1.7% | +6.6% | +7.8% |
| 30D | -14.1% | +15.6% | -29.8% | -18.4% |
| 3M | -16.0% | +46.5% | -62.5% | -27.0% |
| 6M | +21.5% | +55.0% | -33.5% | +2.8% |
| YTD | +65.4% | +105.3% | -39.8% | +25.4% |
| 1Y | +195.0% | +101.6% | +93.4% | +124.5% |
| 3Y | +830.2% | +134.1% | +696.0% | +561.4% |
| 5Y | +397.1% | +368.7% | +28.4% | +170.2% |
| 10Y | +1,317.7% | +384.1% | +933.6% | +623.1% |
| All | +1,257.2% | +1,160.7% | +96.5% | +517.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling