+62,442.9%
COHR vs VLO
+37,317.1%
+25,125.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -3.2% |
| 7D | +10.9% | +4.0% | +6.9% | +9.8% |
| 30D | -10.8% | +19.0% | -29.8% | -14.9% |
| 3M | -17.4% | +50.0% | -67.3% | -26.5% |
| 6M | +12.5% | +79.1% | -66.7% | -5.6% |
| YTD | +58.8% | +140.3% | -81.4% | +22.1% |
| 1Y | +183.3% | +148.3% | +35.0% | +115.8% |
| 3Y | +783.0% | +194.6% | +588.4% | +532.6% |
| 5Y | +377.2% | +609.6% | -232.3% | +159.7% |
| 10Y | +1,261.0% | +929.5% | +331.6% | +530.0% |
| All | +62,442.9% | +37,317.1% | +25,125.8% | +17,082.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling