+62,442.9%
COHR vs BAX
+836.5%
+61,606.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -3.2% |
| 7D | +10.9% | -5.4% | +16.3% | +12.4% |
| 30D | -10.8% | -12.4% | +1.6% | -8.0% |
| 3M | -17.4% | +19.1% | -36.5% | -21.9% |
| 6M | +12.5% | +38.6% | -26.1% | +1.6% |
| YTD | +58.8% | +26.7% | +32.1% | +45.6% |
| 1Y | +183.3% | +1.0% | +182.3% | +174.2% |
| 3Y | +783.0% | -33.9% | +816.9% | +835.7% |
| 5Y | +377.2% | -67.0% | +444.3% | +499.3% |
| 10Y | +1,261.0% | -37.5% | +1,298.5% | +1,382.3% |
| All | +62,442.9% | +836.5% | +61,606.4% | +58,420.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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