+1,298.9%
COHR vs CPB
-45.3%
+1,344.2%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.3% | +3.9% | +4.2% |
| 7D | +8.3% | -1.8% | +10.1% | +8.1% |
| 30D | -14.1% | -7.1% | -7.1% | -14.8% |
| 3M | -16.0% | -6.0% | -10.0% | -16.2% |
| 6M | +21.5% | -5.3% | +26.7% | +21.6% |
| YTD | +65.4% | -20.8% | +86.3% | +63.8% |
| 1Y | +195.0% | -33.8% | +228.9% | +190.0% |
| 3Y | +830.2% | -43.7% | +873.9% | +805.4% |
| 5Y | +397.1% | -40.7% | +437.8% | +375.6% |
| All | +1,298.9% | -45.3% | +1,344.2% | +1,400.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling