+194.8%
COHR vs CHD
+7.1%
+187.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | 0.0% | +6.6% | +6.6% |
| 7D | +1.0% | -2.7% | +3.6% | -1.4% |
| 30D | -14.1% | -4.6% | -9.5% | -16.8% |
| 3M | -33.2% | +5.0% | -38.2% | -29.3% |
| 6M | +2.5% | -3.2% | +5.8% | +3.0% |
| YTD | +52.7% | +18.6% | +34.1% | +83.0% |
| 1Y | +194.8% | +4.8% | +189.9% | +215.3% |
| All | +194.8% | +7.1% | +187.7% | +215.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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