+65,045.6%
COHR vs HSY
+4,407.1%
+60,638.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.6% | +4.7% | +4.2% |
| 7D | +8.3% | +0.1% | +8.2% | +8.3% |
| 30D | -14.1% | -5.2% | -9.0% | -13.7% |
| 3M | -16.0% | -3.4% | -12.6% | -16.1% |
| 6M | +21.5% | -19.2% | +40.7% | +24.3% |
| YTD | +65.4% | -2.6% | +68.1% | +64.6% |
| 1Y | +195.0% | -3.8% | +198.8% | +193.2% |
| 3Y | +830.2% | -10.6% | +840.8% | +820.9% |
| 5Y | +397.1% | +12.3% | +384.8% | +368.1% |
| 10Y | +1,317.7% | +129.6% | +1,188.1% | +1,071.6% |
| All | +65,045.6% | +4,407.1% | +60,638.5% | +56,036.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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