+1,298.9%
COHR vs INTU
+219.6%
+1,079.3%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.8% | +1.3% | +2.9% |
| 7D | +8.3% | -3.3% | +11.7% | +9.8% |
| 30D | -14.1% | -3.9% | -10.2% | -14.1% |
| 3M | -16.0% | +16.6% | -32.7% | -26.2% |
| 6M | +21.5% | -26.4% | +47.9% | +27.9% |
| YTD | +65.4% | -51.0% | +116.4% | +118.9% |
| 1Y | +195.0% | -50.8% | +245.8% | +287.9% |
| 3Y | +830.2% | -40.1% | +870.2% | +953.6% |
| 5Y | +397.1% | -41.2% | +438.3% | +434.9% |
| All | +1,298.9% | +219.6% | +1,079.3% | +328.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 10y: compounded portfolio wealth divided by compounded INTU 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…
10y analysis · Full analysis span regression · 6 months rolling