+194.8%
COHR vs COST
-3.4%
+198.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.0% | +7.6% | +5.6% |
| 7D | +1.0% | -3.1% | +4.1% | -2.0% |
| 30D | -14.1% | -2.8% | -11.3% | -15.9% |
| 3M | -33.2% | -5.7% | -27.5% | -34.7% |
| 6M | +2.5% | -8.8% | +11.3% | -1.7% |
| YTD | +52.7% | +6.7% | +46.1% | +71.6% |
| 1Y | +194.8% | -3.6% | +198.4% | +196.1% |
| All | +194.8% | -3.4% | +198.2% | +196.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COST.
Daily Out/Under-Performance
Portfolio return minus COST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COST 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 COST 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