+830.2%
COHR vs PTEN
-3.7%
+833.9%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.5% | +4.3% |
| 7D | +8.3% | +3.5% | +4.9% | +7.1% |
| 30D | -14.1% | +17.5% | -31.7% | -18.7% |
| 3M | -16.0% | +12.7% | -28.7% | -20.4% |
| 6M | +21.5% | +33.1% | -11.6% | +5.2% |
| YTD | +65.4% | +116.4% | -51.0% | +15.7% |
| 1Y | +195.0% | +141.2% | +53.8% | +94.4% |
| 3Y | +830.2% | -3.8% | +834.0% | +685.8% |
| All | +830.2% | -3.7% | +833.9% | +685.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling