+1,298.9%
COHR vs PTEN
-15.6%
+1,314.5%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.5% | +4.3% |
| 7D | +8.3% | +3.5% | +4.9% | +7.5% |
| 30D | -14.1% | +17.5% | -31.7% | -17.4% |
| 3M | -16.0% | +12.7% | -28.7% | -19.3% |
| 6M | +21.5% | +33.1% | -11.6% | +10.5% |
| YTD | +65.4% | +116.4% | -51.0% | +33.1% |
| 1Y | +195.0% | +141.2% | +53.8% | +130.0% |
| 3Y | +830.2% | -3.8% | +834.0% | +773.7% |
| 5Y | +397.1% | +92.7% | +304.4% | +275.5% |
| All | +1,298.9% | -15.6% | +1,314.5% | +838.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling