+15,723.7%
COHR vs CSGP
+3,334.4%
+12,389.3%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -2.4% | +9.0% | +7.3% |
| 7D | +1.0% | -4.1% | +5.0% | +2.1% |
| 30D | -14.1% | +2.3% | -16.4% | -15.7% |
| 3M | -33.2% | -8.2% | -25.0% | -33.6% |
| 6M | +2.5% | -35.1% | +37.6% | +11.7% |
| YTD | +52.7% | -54.0% | +106.7% | +82.4% |
| 1Y | +194.8% | -65.3% | +260.1% | +281.3% |
| 3Y | +650.8% | -62.6% | +713.4% | +846.5% |
| 5Y | +358.4% | -64.8% | +423.2% | +479.5% |
| 10Y | +1,191.2% | +45.1% | +1,146.1% | +997.6% |
| All | +15,723.7% | +3,334.4% | +12,389.3% | +5,263.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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