+65,045.6%
COHR vs HRB
+3,080.2%
+61,965.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.5% | +3.6% | +4.0% |
| 7D | +8.3% | -8.0% | +16.4% | +10.3% |
| 30D | -14.1% | -16.0% | +1.8% | -11.0% |
| 3M | -16.0% | +26.9% | -42.9% | -22.3% |
| 6M | +21.5% | +51.1% | -29.7% | +4.7% |
| YTD | +65.4% | +7.1% | +58.4% | +54.8% |
| 1Y | +195.0% | -9.6% | +204.6% | +187.7% |
| 3Y | +830.2% | +25.4% | +804.8% | +715.1% |
| 5Y | +397.1% | +114.9% | +282.2% | +263.3% |
| 10Y | +1,317.7% | +206.4% | +1,111.2% | +769.9% |
| All | +65,045.6% | +3,080.2% | +61,965.4% | +28,952.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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