+194.8%
COHR vs PTEN
+135.2%
+59.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.0% | +7.6% | +6.7% |
| 7D | +1.0% | +0.7% | +0.2% | +0.8% |
| 30D | -14.1% | +31.2% | -45.4% | -17.0% |
| 3M | -33.2% | +2.0% | -35.2% | -33.2% |
| 6M | +2.5% | +42.4% | -39.9% | -5.9% |
| YTD | +52.7% | +109.2% | -56.5% | +27.0% |
| 1Y | +194.8% | +122.3% | +72.5% | +137.3% |
| All | +194.8% | +135.2% | +59.6% | +137.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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