+321.8%
COHR vs HOOD
+198.2%
+123.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.7% | -1.7% | -2.9% |
| 7D | +10.9% | -9.1% | +20.0% | +13.9% |
| 30D | -10.8% | +20.1% | -30.9% | -16.5% |
| 3M | -17.4% | +31.2% | -48.6% | -25.0% |
| 6M | +12.5% | +44.3% | -31.8% | -2.3% |
| YTD | +58.8% | +0.2% | +58.6% | +51.8% |
| 1Y | +183.3% | -3.5% | +186.8% | +170.1% |
| 3Y | +783.0% | +955.2% | -172.2% | +332.7% |
| 5Y | +377.2% | +175.3% | +202.0% | +147.3% |
| All | +321.8% | +198.2% | +123.5% | +114.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HOOD.
Daily Out/Under-Performance
Portfolio return minus HOOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HOOD 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 HOOD 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