+830.2%
COHR vs AEE
+46.3%
+783.9%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.2% |
| 7D | +8.3% | -0.8% | +9.1% | +8.3% |
| 30D | -14.1% | -2.9% | -11.2% | -14.2% |
| 3M | -16.0% | -2.4% | -13.6% | -16.3% |
| 6M | +21.5% | -2.7% | +24.2% | +21.1% |
| YTD | +65.4% | +7.3% | +58.2% | +65.7% |
| 1Y | +195.0% | +7.5% | +187.5% | +195.3% |
| 3Y | +830.2% | +46.2% | +784.0% | +811.6% |
| All | +830.2% | +46.3% | +783.9% | +811.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 3y: compounded portfolio wealth divided by compounded AEE 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…
3y analysis · Full analysis span regression · 6 months rolling