+393.6%
COHR vs CAH
+393.5%
+0.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.6% | +4.8% | +4.3% |
| 7D | +8.3% | -5.1% | +13.4% | +9.2% |
| 30D | -14.1% | +0.2% | -14.3% | -14.2% |
| 3M | -16.0% | +6.3% | -22.3% | -17.2% |
| 6M | +21.5% | +9.4% | +12.1% | +19.0% |
| YTD | +65.4% | +15.0% | +50.5% | +60.9% |
| 1Y | +195.0% | +55.4% | +139.6% | +169.8% |
| 3Y | +830.2% | +173.8% | +656.3% | +626.8% |
| All | +393.6% | +393.5% | +0.1% | +185.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 CAH 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