+51.6%
COHR vs PTEN
+79.8%
-28.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -9.4% | +3.4% | -4.9% |
| 7D | -18.6% | -15.5% | -3.1% | -17.1% |
| 30D | -41.5% | -7.8% | -33.7% | -40.9% |
| 3M | -39.7% | +6.4% | -46.1% | -39.6% |
| 6M | -40.9% | -11.9% | -29.0% | -40.2% |
| YTD | +5.7% | +79.4% | -73.7% | -8.3% |
| 1Y | +51.6% | +84.9% | -33.3% | +30.4% |
| All | +51.6% | +79.8% | -28.2% | +30.4% |
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