+62,442.9%
COHR vs BBWI
+914.8%
+61,528.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.5% | -1.9% | -3.1% |
| 7D | +10.9% | -8.0% | +18.9% | +12.9% |
| 30D | -10.8% | -6.6% | -4.2% | -10.2% |
| 3M | -17.4% | -2.7% | -14.7% | -18.1% |
| 6M | +12.5% | -12.8% | +25.3% | +13.4% |
| YTD | +58.8% | -10.5% | +69.3% | +58.1% |
| 1Y | +183.3% | -35.3% | +218.6% | +199.9% |
| 3Y | +783.0% | -47.7% | +830.8% | +860.5% |
| 5Y | +377.2% | -68.9% | +446.1% | +464.9% |
| 10Y | +1,261.0% | -58.0% | +1,319.0% | +1,219.2% |
| All | +62,442.9% | +914.8% | +61,528.1% | +45,955.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling