+393.6%
COHR vs BHP
+110.7%
+282.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.2% | +4.4% | +4.3% |
| 7D | +8.3% | -3.6% | +12.0% | +11.4% |
| 30D | -14.1% | -1.2% | -12.9% | -13.6% |
| 3M | -16.0% | +1.2% | -17.2% | -16.6% |
| 6M | +21.5% | +21.4% | +0.1% | +7.1% |
| YTD | +65.4% | +50.4% | +15.0% | +27.5% |
| 1Y | +195.0% | +67.5% | +127.5% | +112.8% |
| 3Y | +830.2% | +72.8% | +757.3% | +543.8% |
| All | +393.6% | +110.7% | +282.9% | +214.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 5y: compounded portfolio wealth divided by compounded BHP 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…
5y analysis · Full analysis span regression · 6 months rolling