+51.6%
COHR vs BWA
+17.4%
+34.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.5% | -3.4% | -4.1% |
| 7D | -18.6% | -9.9% | -8.7% | -11.9% |
| 30D | -41.5% | -16.4% | -25.2% | -32.9% |
| 3M | -39.7% | -19.8% | -19.9% | -28.2% |
| 6M | -40.9% | -10.0% | -30.9% | -29.5% |
| YTD | +5.7% | +12.7% | -7.0% | +10.5% |
| 1Y | +51.6% | +15.7% | +35.9% | +57.0% |
| All | +51.6% | +17.4% | +34.2% | +57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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