+65,045.6%
COHR vs CDE
-89.8%
+65,135.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.2% | +3.0% | +4.0% |
| 7D | +8.3% | -3.1% | +11.4% | +8.7% |
| 30D | -14.1% | +9.5% | -23.6% | -15.2% |
| 3M | -16.0% | +25.5% | -41.5% | -18.3% |
| 6M | +21.5% | -7.9% | +29.4% | +22.3% |
| YTD | +65.4% | +15.6% | +49.9% | +61.9% |
| 1Y | +195.0% | +34.0% | +161.0% | +182.9% |
| 3Y | +830.2% | +791.9% | +38.2% | +618.0% |
| 5Y | +397.1% | +197.7% | +199.4% | +310.9% |
| 10Y | +1,317.7% | +55.0% | +1,262.7% | +1,035.2% |
| All | +65,045.6% | -89.8% | +65,135.4% | +43,233.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling