+450.4%
COHR vs DOCU
+104.4%
+346.0%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.1% | -4.6% | -4.6% |
| 7D | +3.5% | -3.4% | +6.8% | +4.4% |
| 30D | -31.3% | +9.3% | -40.6% | -33.1% |
| 3M | -34.0% | +30.2% | -64.2% | -39.4% |
| 6M | -36.0% | +62.1% | -98.1% | -45.9% |
| YTD | +16.3% | +13.5% | +2.8% | +6.9% |
| 1Y | +28.8% | +11.5% | +17.3% | +18.8% |
| 3Y | +531.9% | +89.5% | +442.4% | +383.0% |
| 5Y | +235.4% | -69.6% | +305.0% | +275.1% |
| All | +450.4% | +104.4% | +346.0% | +232.6% |
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