+51.6%
COHR vs RTX
+14.1%
+37.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.6% | -3.3% | -5.5% |
| 7D | -18.6% | +1.3% | -19.9% | -18.7% |
| 30D | -41.5% | +7.6% | -49.2% | -42.5% |
| 3M | -39.7% | -8.6% | -31.1% | -37.6% |
| 6M | -40.9% | +15.6% | -56.5% | -47.5% |
| YTD | +5.7% | +9.4% | -3.7% | -2.5% |
| 1Y | +51.6% | +14.7% | +36.9% | +30.9% |
| All | +51.6% | +14.1% | +37.5% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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