+51.6%
COHR vs BBWI
+2.4%
+49.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +4.1% | -10.1% | -6.1% |
| 7D | -18.6% | +8.8% | -27.4% | -18.8% |
| 30D | -41.5% | +34.8% | -76.3% | -42.3% |
| 3M | -39.7% | +12.9% | -52.7% | -39.7% |
| 6M | -40.9% | +29.6% | -70.4% | -42.0% |
| YTD | +5.7% | +20.8% | -15.1% | +5.1% |
| 1Y | +51.6% | +4.1% | +47.5% | +52.7% |
| All | +51.6% | +2.4% | +49.2% | +52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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