+51.6%
COHR vs COMP
+23.8%
+27.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +7.7% | -13.7% | -7.1% |
| 7D | -18.6% | +9.5% | -28.1% | -19.7% |
| 30D | -41.5% | +8.1% | -49.6% | -42.4% |
| 3M | -39.7% | -16.3% | -23.4% | -38.4% |
| 6M | -40.9% | +42.2% | -83.1% | -46.5% |
| YTD | +5.7% | -5.0% | +10.7% | +2.6% |
| 1Y | +51.6% | +20.1% | +31.5% | +47.2% |
| All | +51.6% | +23.8% | +27.8% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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