+12,325.7%
COHR vs DIA
+1,113.8%
+11,211.9%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.8% | -2.7% |
| 7D | +10.9% | -3.0% | +13.9% | +14.5% |
| 30D | -10.8% | -3.0% | -7.8% | -8.0% |
| 3M | -17.4% | +4.5% | -21.9% | -21.1% |
| 6M | +12.5% | +9.8% | +2.7% | +2.6% |
| YTD | +58.8% | +9.3% | +49.5% | +45.9% |
| 1Y | +183.3% | +16.0% | +167.3% | +145.3% |
| 3Y | +783.0% | +57.7% | +725.3% | +480.0% |
| 5Y | +377.2% | +63.8% | +313.5% | +211.3% |
| 10Y | +1,261.0% | +248.8% | +1,012.2% | +347.2% |
| All | +12,325.7% | +1,113.8% | +11,211.9% | +2,017.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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