+8,920.6%
COHR vs FE
+554.1%
+8,366.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.5% | -3.4% |
| 7D | +10.9% | -1.7% | +12.6% | +11.4% |
| 30D | -10.8% | -1.3% | -9.5% | -10.5% |
| 3M | -17.4% | +0.6% | -18.0% | -17.7% |
| 6M | +12.5% | -6.8% | +19.3% | +14.0% |
| YTD | +58.8% | +6.4% | +52.4% | +55.0% |
| 1Y | +183.3% | +11.3% | +172.0% | +172.3% |
| 3Y | +783.0% | +47.1% | +736.0% | +664.7% |
| 5Y | +377.2% | +50.4% | +326.8% | +306.7% |
| 10Y | +1,261.0% | +114.7% | +1,146.4% | +906.7% |
| All | +8,920.6% | +554.1% | +8,366.5% | +5,458.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling