+678.2%
COHR vs DOCU
+69.6%
+608.5%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.8% |
| 7D | +13.0% | -1.4% | +14.4% | +13.3% |
| 30D | -6.7% | +8.1% | -14.7% | -9.4% |
| 3M | -14.7% | +43.0% | -57.7% | -24.4% |
| 6M | +20.3% | +32.4% | -12.1% | +7.0% |
| YTD | +64.4% | -5.8% | +70.2% | +60.0% |
| 1Y | +205.9% | -19.2% | +225.1% | +209.9% |
| 3Y | +814.1% | +28.4% | +785.7% | +685.1% |
| 5Y | +387.4% | -77.1% | +464.5% | +492.4% |
| All | +678.2% | +69.6% | +608.5% | +397.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 10y: compounded portfolio wealth divided by compounded DOCU 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…
10y analysis · Full analysis span regression · 6 months rolling