+194.8%
COHR vs CPB
-32.6%
+227.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -3.4% | +10.0% | +4.5% |
| 7D | +1.0% | -8.6% | +9.5% | -4.3% |
| 30D | -14.1% | -7.2% | -6.9% | -17.6% |
| 3M | -33.2% | +0.9% | -34.1% | -30.9% |
| 6M | +2.5% | -11.8% | +14.4% | -0.4% |
| YTD | +52.7% | -19.4% | +72.1% | +43.0% |
| 1Y | +194.8% | -30.4% | +225.2% | +166.2% |
| All | +194.8% | -32.6% | +227.4% | +166.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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