+195.0%
COHR vs FE
+11.2%
+183.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.4% | +4.0% |
| 7D | +8.3% | -1.4% | +9.7% | +7.6% |
| 30D | -14.1% | -1.9% | -12.3% | -14.8% |
| 3M | -16.0% | -0.2% | -15.8% | -15.7% |
| 6M | +21.5% | -7.1% | +28.5% | +21.9% |
| YTD | +65.4% | +6.1% | +59.3% | +69.8% |
| 1Y | +195.0% | +10.1% | +184.9% | +209.7% |
| All | +195.0% | +11.2% | +183.8% | +209.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 1y: compounded portfolio wealth divided by compounded FE 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…
1y analysis · Full analysis span regression · 6 months rolling