+51.6%
COHR vs HD
-3.1%
+54.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +6.5% | -12.5% | -3.4% |
| 7D | -18.6% | +11.9% | -30.5% | -14.9% |
| 30D | -41.5% | +26.4% | -68.0% | -36.9% |
| 3M | -39.7% | +2.8% | -42.6% | -36.8% |
| 6M | -40.9% | +15.5% | -56.3% | -36.8% |
| YTD | +5.7% | +5.5% | +0.2% | +11.1% |
| 1Y | +51.6% | -4.6% | +56.2% | +54.5% |
| All | +51.6% | -3.1% | +54.7% | +54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 HD 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