+1,298.9%
COHR vs IP
+18.4%
+1,280.5%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.0% | +4.1% |
| 7D | +8.3% | -7.7% | +16.1% | +12.6% |
| 30D | -14.1% | -15.5% | +1.4% | -7.0% |
| 3M | -16.0% | -0.6% | -15.4% | -17.6% |
| 6M | +21.5% | -8.8% | +30.2% | +21.9% |
| YTD | +65.4% | -9.6% | +75.0% | +63.9% |
| 1Y | +195.0% | -22.5% | +217.5% | +214.8% |
| 3Y | +830.2% | +13.4% | +816.7% | +665.2% |
| 5Y | +397.1% | -22.1% | +419.2% | +405.4% |
| All | +1,298.9% | +18.4% | +1,280.5% | +941.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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