+1,298.9%
COHR vs RTX
+286.0%
+1,012.9%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.2% | +4.4% | +4.3% |
| 7D | +8.3% | -1.5% | +9.9% | +9.2% |
| 30D | -14.1% | -11.0% | -3.2% | -8.9% |
| 3M | -16.0% | +7.7% | -23.7% | -20.6% |
| 6M | +21.5% | -3.9% | +25.4% | +22.0% |
| YTD | +65.4% | +9.0% | +56.5% | +55.3% |
| 1Y | +195.0% | +27.3% | +167.8% | +153.9% |
| 3Y | +830.2% | +172.9% | +657.2% | +415.6% |
| 5Y | +397.1% | +165.2% | +231.9% | +171.9% |
| All | +1,298.9% | +286.0% | +1,012.9% | +594.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling