+267,941.2%
COHR vs BWA
+3,394.0%
+264,547.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.7% | -4.1% | -3.7% |
| 7D | +10.9% | -0.1% | +10.9% | +10.9% |
| 30D | -10.8% | -5.5% | -5.3% | -8.3% |
| 3M | -17.4% | -7.6% | -9.8% | -13.8% |
| 6M | +12.5% | +25.0% | -12.5% | +3.8% |
| YTD | +58.8% | +47.0% | +11.9% | +33.6% |
| 1Y | +183.3% | +54.0% | +129.3% | +132.5% |
| 3Y | +783.0% | +70.7% | +712.4% | +584.6% |
| 5Y | +377.2% | +86.7% | +290.6% | +257.4% |
| 10Y | +1,261.0% | +154.0% | +1,107.1% | +775.3% |
| All | +267,941.2% | +3,394.0% | +264,547.2% | +82,266.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling