+6,981.0%
COHR vs HDB
+3,839.1%
+3,141.9%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +6.9% | -2.7% | +1.7% |
| 7D | +8.3% | +0.7% | +7.7% | +8.0% |
| 30D | -14.1% | +1.0% | -15.1% | -14.7% |
| 3M | -16.0% | -2.0% | -14.0% | -16.3% |
| 6M | +21.5% | -18.1% | +39.6% | +28.6% |
| YTD | +65.4% | -36.1% | +101.6% | +91.5% |
| 1Y | +195.0% | -34.0% | +229.1% | +236.3% |
| 3Y | +830.2% | -26.7% | +856.9% | +911.2% |
| 5Y | +397.1% | -33.9% | +431.0% | +454.2% |
| 10Y | +1,317.7% | +41.4% | +1,276.3% | +1,085.2% |
| All | +6,981.0% | +3,839.1% | +3,141.9% | +2,752.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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