+12.5%
COHR vs VLO
+80.0%
-67.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -3.6% |
| 7D | +10.9% | +4.0% | +6.9% | +11.8% |
| 30D | -10.8% | +19.0% | -29.8% | -6.7% |
| 3M | -17.4% | +50.0% | -67.3% | -9.5% |
| 6M | +12.5% | +79.1% | -66.7% | +39.1% |
| All | +12.5% | +80.0% | -67.5% | +39.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling