+62,442.9%
COHR vs PTC
+5,784.3%
+56,658.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.1% | -3.3% | -3.4% |
| 7D | +10.9% | -14.2% | +25.1% | +14.2% |
| 30D | -10.8% | -14.4% | +3.7% | -8.4% |
| 3M | -17.4% | -4.7% | -12.7% | -18.0% |
| 6M | +12.5% | -19.3% | +31.8% | +14.9% |
| YTD | +58.8% | -26.1% | +85.0% | +64.8% |
| 1Y | +183.3% | -37.1% | +220.3% | +203.4% |
| 3Y | +783.0% | -10.4% | +793.4% | +779.6% |
| 5Y | +377.2% | +2.5% | +374.8% | +364.0% |
| 10Y | +1,261.0% | +197.9% | +1,063.2% | +996.8% |
| All | +62,442.9% | +5,784.3% | +56,658.6% | +34,402.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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