+2,678.6%
COHR vs BUD
+193.1%
+2,485.5%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.7% | +3.4% | +3.8% |
| 7D | +8.3% | -2.6% | +11.0% | +9.7% |
| 30D | -14.1% | -1.2% | -12.9% | -14.0% |
| 3M | -16.0% | -4.9% | -11.1% | -15.2% |
| 6M | +21.5% | +9.3% | +12.2% | +14.2% |
| YTD | +65.4% | +24.0% | +41.5% | +45.3% |
| 1Y | +195.0% | +34.5% | +160.5% | +147.0% |
| 3Y | +830.2% | +43.7% | +786.5% | +625.7% |
| 5Y | +397.1% | +46.0% | +351.1% | +281.1% |
| 10Y | +1,317.7% | -22.5% | +1,340.2% | +1,312.3% |
| All | +2,678.6% | +193.1% | +2,485.5% | +1,012.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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