+707.9%
COHR vs DOW
-17.0%
+724.8%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.1% | +6.2% | +5.1% |
| 7D | +8.3% | -1.4% | +9.7% | +9.0% |
| 30D | -14.1% | -3.9% | -10.2% | -12.8% |
| 3M | -16.0% | -12.7% | -3.3% | -12.1% |
| 6M | +21.5% | -13.7% | +35.2% | +24.8% |
| YTD | +65.4% | +28.4% | +37.1% | +33.3% |
| 1Y | +195.0% | +21.8% | +173.3% | +140.8% |
| 3Y | +830.2% | -35.7% | +865.9% | +975.9% |
| 5Y | +397.1% | -36.8% | +433.9% | +477.4% |
| All | +707.9% | -17.0% | +724.8% | +585.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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