+51.6%
COHR vs UAL
+22.8%
+28.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +8.0% | -14.0% | -9.7% |
| 7D | -18.6% | +11.9% | -30.5% | -23.4% |
| 30D | -41.5% | +5.2% | -46.8% | -43.1% |
| 3M | -39.7% | -12.7% | -27.0% | -36.0% |
| 6M | -40.9% | +28.5% | -69.4% | -47.3% |
| YTD | +5.7% | +3.5% | +2.2% | -0.1% |
| 1Y | +51.6% | +27.5% | +24.1% | +32.5% |
| All | +51.6% | +22.8% | +28.7% | +32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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