+194.8%
COHR vs HCA
-0.5%
+195.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.0% | +7.6% | +6.3% |
| 7D | +1.0% | -3.1% | +4.0% | +0.1% |
| 30D | -14.1% | -1.1% | -13.0% | -14.3% |
| 3M | -33.2% | +12.2% | -45.3% | -31.3% |
| 6M | +2.5% | -25.3% | +27.9% | +8.4% |
| YTD | +52.7% | -12.9% | +65.7% | +64.4% |
| 1Y | +194.8% | -0.9% | +195.7% | +237.6% |
| All | +194.8% | -0.5% | +195.3% | +237.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 HCA 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