+51.6%
COHR vs BAC
-0.5%
+52.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +4.0% | -9.9% | -8.4% |
| 7D | -18.6% | +1.5% | -20.1% | -19.2% |
| 30D | -41.5% | -4.4% | -37.1% | -39.6% |
| 3M | -39.7% | -17.5% | -22.2% | -31.7% |
| 6M | -40.9% | -0.1% | -40.8% | -40.2% |
| YTD | +5.7% | -4.6% | +10.3% | +10.0% |
| 1Y | +51.6% | -1.5% | +53.1% | +46.5% |
| All | +51.6% | -0.5% | +52.1% | +46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BAC.
Daily Out/Under-Performance
Portfolio return minus BAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAC 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 BAC 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