+8,016.1%
COHR vs CNC
+5,485.4%
+2,530.7%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.6% | +2.6% | +3.8% |
| 7D | +8.3% | -0.9% | +9.3% | +8.5% |
| 30D | -14.1% | -1.0% | -13.2% | -14.2% |
| 3M | -16.0% | +4.5% | -20.5% | -17.0% |
| 6M | +21.5% | +85.2% | -63.8% | +5.7% |
| YTD | +65.4% | +61.4% | +4.0% | +46.5% |
| 1Y | +195.0% | +94.9% | +100.1% | +148.8% |
| 3Y | +830.2% | 0.0% | +830.2% | +749.5% |
| 5Y | +397.1% | +11.2% | +385.9% | +334.1% |
| 10Y | +1,317.7% | +98.7% | +1,219.0% | +940.8% |
| All | +8,016.1% | +5,485.4% | +2,530.7% | +2,667.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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