+250.7%
COHR vs DOCS
-54.3%
+305.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.8% | +1.1% | +15.7% | +16.6% |
| 7D | +12.6% | 0.0% | +12.6% | +12.6% |
| 30D | -28.0% | +7.8% | -35.7% | -29.1% |
| 3M | -40.6% | +20.0% | -60.6% | -43.5% |
| 6M | -32.8% | +26.5% | -59.4% | -38.5% |
| YTD | +22.0% | -25.8% | +47.8% | +26.3% |
| 1Y | +45.7% | -39.5% | +85.2% | +58.8% |
| 3Y | +575.6% | +60.3% | +515.3% | +423.6% |
| 5Y | +250.7% | -57.0% | +307.7% | +248.1% |
| All | +250.7% | -54.3% | +305.1% | +248.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 5y: compounded portfolio wealth divided by compounded DOCS 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…
5y analysis · Full analysis span regression · 6 months rolling