+397.1%
COHR vs DOCU
-77.8%
+474.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -4.9% | +12.0% | +8.2% |
| 7D | +11.0% | +0.7% | +10.3% | +10.7% |
| 30D | -20.4% | +8.0% | -28.4% | -22.4% |
| 3M | -24.9% | +41.0% | -65.9% | -32.5% |
| 6M | +28.1% | +33.7% | -5.6% | +14.7% |
| YTD | +63.6% | -4.9% | +68.4% | +60.3% |
| 1Y | +205.9% | -20.4% | +226.3% | +214.7% |
| 3Y | +809.3% | +29.6% | +779.7% | +690.0% |
| 5Y | +397.1% | -76.9% | +474.0% | +424.1% |
| All | +397.1% | -77.8% | +474.9% | +424.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling