+1,944.0%
COHR vs FIVN
+285.7%
+1,658.3%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.4% | +2.8% | +3.8% |
| 7D | +8.3% | -7.8% | +16.2% | +10.5% |
| 30D | -14.1% | -1.7% | -12.4% | -14.5% |
| 3M | -16.0% | +47.2% | -63.2% | -26.6% |
| 6M | +21.5% | +82.7% | -61.3% | -3.4% |
| YTD | +65.4% | +52.9% | +12.5% | +36.5% |
| 1Y | +195.0% | +17.5% | +177.5% | +162.6% |
| 3Y | +830.2% | -55.8% | +886.0% | +954.2% |
| 5Y | +397.1% | -82.3% | +479.4% | +579.3% |
| 10Y | +1,317.7% | +116.5% | +1,201.2% | +1,062.0% |
| All | +1,944.0% | +285.7% | +1,658.3% | +1,493.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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