+134,683.7%
COHR vs AZO
+41,743.6%
+92,940.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.2% | +4.3% | +4.2% |
| 7D | +8.3% | -3.6% | +11.9% | +9.1% |
| 30D | -14.1% | -5.6% | -8.6% | -13.2% |
| 3M | -16.0% | -6.6% | -9.4% | -15.4% |
| 6M | +21.5% | -22.5% | +44.0% | +26.7% |
| YTD | +65.4% | -15.2% | +80.6% | +69.3% |
| 1Y | +195.0% | -33.9% | +229.0% | +216.9% |
| 3Y | +830.2% | +11.8% | +818.3% | +781.2% |
| 5Y | +397.1% | +85.5% | +311.6% | +317.8% |
| 10Y | +1,317.7% | +298.2% | +1,019.5% | +898.8% |
| All | +134,683.7% | +41,743.6% | +92,940.1% | +67,120.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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