+194.8%
COHR vs VLO
+143.4%
+51.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | 0.0% | +6.6% | +6.6% |
| 7D | +1.0% | +5.2% | -4.3% | +1.2% |
| 30D | -14.1% | +22.6% | -36.7% | -13.2% |
| 3M | -33.2% | +43.8% | -77.0% | -32.8% |
| 6M | +2.5% | +65.7% | -63.2% | +2.4% |
| YTD | +52.7% | +131.1% | -78.4% | +38.7% |
| 1Y | +194.8% | +143.6% | +51.1% | +179.4% |
| All | +194.8% | +143.4% | +51.4% | +179.4% |
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