+51.6%
COHR vs VLO
+120.8%
-69.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -5.8% | -0.2% | -5.9% |
| 7D | -18.6% | -6.0% | -12.6% | -18.5% |
| 30D | -41.5% | -12.9% | -28.7% | -41.4% |
| 3M | -39.7% | +18.3% | -58.1% | -38.4% |
| 6M | -40.9% | +46.4% | -87.3% | -39.6% |
| YTD | +5.7% | +127.7% | -122.0% | -5.0% |
| 1Y | +51.6% | +120.6% | -69.0% | +41.8% |
| All | +51.6% | +120.8% | -69.2% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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