+64,301.1%
COHR vs DIS
+1,503.6%
+62,797.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -0.2% | +7.3% | +7.2% |
| 7D | +11.0% | -1.1% | +12.1% | +11.4% |
| 30D | -20.4% | +0.1% | -20.5% | -20.8% |
| 3M | -24.9% | +7.1% | -32.0% | -27.9% |
| 6M | +28.1% | +4.3% | +23.8% | +23.8% |
| YTD | +63.6% | -6.9% | +70.5% | +64.2% |
| 1Y | +205.9% | -10.3% | +216.3% | +211.2% |
| 3Y | +809.3% | +32.8% | +776.5% | +691.1% |
| 5Y | +397.1% | -41.5% | +438.6% | +490.0% |
| 10Y | +1,238.1% | +21.2% | +1,216.9% | +1,097.4% |
| All | +64,301.1% | +1,503.6% | +62,797.5% | +33,738.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 DIS 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