+62,442.9%
COHR vs GEN
+8,640.5%
+53,802.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.7% | -4.1% | -3.5% |
| 7D | +10.9% | -4.3% | +15.2% | +11.6% |
| 30D | -10.8% | +3.8% | -14.5% | -11.5% |
| 3M | -17.4% | +22.3% | -39.6% | -20.7% |
| 6M | +12.5% | +39.0% | -26.5% | +5.3% |
| YTD | +58.8% | +11.9% | +46.9% | +53.5% |
| 1Y | +183.3% | +4.5% | +178.8% | +176.6% |
| 3Y | +783.0% | +59.0% | +724.1% | +706.0% |
| 5Y | +377.2% | +22.0% | +355.3% | +353.1% |
| 10Y | +1,261.0% | +155.0% | +1,106.0% | +1,044.4% |
| All | +62,442.9% | +8,640.5% | +53,802.4% | +44,991.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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