+65,045.6%
COHR vs CPB
+318.2%
+64,727.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.3% | +3.9% | +4.1% |
| 7D | +8.3% | -1.8% | +10.1% | +8.5% |
| 30D | -14.1% | -7.1% | -7.1% | -13.9% |
| 3M | -16.0% | -6.0% | -10.0% | -15.9% |
| 6M | +21.5% | -5.3% | +26.7% | +21.4% |
| YTD | +65.4% | -20.8% | +86.3% | +67.1% |
| 1Y | +195.0% | -33.8% | +228.9% | +201.7% |
| 3Y | +830.2% | -43.7% | +873.9% | +853.6% |
| 5Y | +397.1% | -40.7% | +437.8% | +401.3% |
| 10Y | +1,317.7% | -45.7% | +1,363.4% | +1,323.3% |
| All | +65,045.6% | +318.2% | +64,727.4% | +61,867.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling