+156,249.0%
COHR vs IDXX
+53,734.7%
+102,514.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.5% | +4.3% |
| 7D | +8.3% | -5.7% | +14.1% | +9.9% |
| 30D | -14.1% | -11.5% | -2.6% | -11.7% |
| 3M | -16.0% | -9.5% | -6.5% | -14.7% |
| 6M | +21.5% | -16.0% | +37.4% | +24.9% |
| YTD | +65.4% | -25.4% | +90.8% | +74.9% |
| 1Y | +195.0% | -21.8% | +216.8% | +206.9% |
| 3Y | +830.2% | +7.0% | +823.1% | +786.6% |
| 5Y | +397.1% | -26.0% | +423.1% | +413.9% |
| 10Y | +1,317.7% | +358.9% | +958.7% | +907.5% |
| All | +156,249.0% | +53,734.7% | +102,514.4% | +55,050.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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