+830.2%
COHR vs CVS
+60.9%
+769.2%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.7% | +4.8% | +4.2% |
| 7D | +8.3% | -2.2% | +10.5% | +8.5% |
| 30D | -14.1% | -0.1% | -14.1% | -14.2% |
| 3M | -16.0% | -5.2% | -10.8% | -15.8% |
| 6M | +21.5% | +26.9% | -5.4% | +19.1% |
| YTD | +65.4% | +22.1% | +43.4% | +62.0% |
| 1Y | +195.0% | +30.8% | +164.2% | +187.9% |
| 3Y | +830.2% | +54.4% | +775.8% | +821.2% |
| All | +830.2% | +60.9% | +769.2% | +821.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CVS.
Daily Out/Under-Performance
Portfolio return minus CVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVS 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 3y: compounded portfolio wealth divided by compounded CVS 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…
3y analysis · Full analysis span regression · 6 months rolling