+194.8%
COHR vs CDE
+54.5%
+140.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.9% | +8.5% | +7.4% |
| 7D | +1.0% | +0.5% | +0.4% | +0.5% |
| 30D | -14.1% | +21.9% | -36.0% | -21.8% |
| 3M | -33.2% | +14.9% | -48.1% | -38.0% |
| 6M | +2.5% | -10.5% | +13.1% | +1.0% |
| YTD | +52.7% | +19.3% | +33.5% | +37.4% |
| 1Y | +194.8% | +50.8% | +144.0% | +124.2% |
| All | +194.8% | +54.5% | +140.2% | +124.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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