+487.5%
COHR vs DOC
+44.2%
+443.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.6% | +0.7% | +12.9% | +13.4% |
| 7D | -8.3% | +6.5% | -14.8% | -9.8% |
| 30D | -42.4% | +9.2% | -51.5% | -43.8% |
| 3M | -42.3% | -2.5% | -39.8% | -41.8% |
| 6M | -44.1% | +7.1% | -51.1% | -45.9% |
| YTD | +4.5% | +33.0% | -28.5% | -7.7% |
| 1Y | +21.0% | +23.3% | -2.2% | +10.3% |
| 3Y | +487.5% | +44.9% | +442.5% | +379.0% |
| All | +487.5% | +44.2% | +443.3% | +379.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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