+41,032.8%
COHR vs DOC
+2,947.9%
+38,084.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.6% | +0.7% | +12.9% | +13.3% |
| 7D | -8.3% | +6.5% | -14.8% | -10.4% |
| 30D | -42.4% | +9.2% | -51.5% | -44.4% |
| 3M | -42.3% | -2.5% | -39.8% | -42.1% |
| 6M | -44.1% | +7.1% | -51.1% | -46.1% |
| YTD | +4.5% | +33.0% | -28.5% | -7.8% |
| 1Y | +21.0% | +23.3% | -2.2% | +9.6% |
| 3Y | +487.5% | +44.9% | +442.5% | +397.2% |
| 5Y | +200.1% | -21.6% | +221.7% | +216.1% |
| 10Y | +614.1% | +17.4% | +596.8% | +521.7% |
| All | +41,032.8% | +2,947.9% | +38,084.9% | +14,747.3% |
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