+60,030.1%
COHR vs DOC
+2,974.4%
+57,055.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.8% | +8.4% | +7.2% |
| 7D | +1.0% | -1.5% | +2.4% | +1.4% |
| 30D | -14.1% | -4.8% | -9.4% | -12.6% |
| 3M | -33.2% | +6.9% | -40.1% | -35.2% |
| 6M | +2.5% | +20.7% | -18.2% | -5.3% |
| YTD | +52.7% | +34.1% | +18.6% | +35.3% |
| 1Y | +194.8% | +22.6% | +172.1% | +168.5% |
| 3Y | +650.8% | +20.8% | +630.0% | +582.8% |
| 5Y | +358.4% | -24.9% | +383.2% | +392.4% |
| 10Y | +1,191.2% | -1.8% | +1,193.0% | +1,099.1% |
| All | +60,030.1% | +2,974.4% | +57,055.7% | +21,675.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling