+1,298.9%
COHR vs HD
+211.5%
+1,087.4%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.0% | +3.2% | +3.5% |
| 7D | +8.3% | -3.8% | +12.2% | +11.1% |
| 30D | -14.1% | -9.4% | -4.7% | -8.5% |
| 3M | -16.0% | -4.6% | -11.4% | -14.5% |
| 6M | +21.5% | -10.1% | +31.6% | +27.8% |
| YTD | +65.4% | -8.3% | +73.8% | +69.9% |
| 1Y | +195.0% | -25.0% | +220.0% | +247.0% |
| 3Y | +830.2% | +1.5% | +828.6% | +770.4% |
| 5Y | +397.1% | +5.6% | +391.5% | +343.1% |
| All | +1,298.9% | +211.5% | +1,087.4% | +488.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling