+60,030.1%
COHR vs IP
+364.8%
+59,665.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +2.2% | +4.4% | +5.8% |
| 7D | +1.0% | -5.3% | +6.2% | +2.9% |
| 30D | -14.1% | -10.9% | -3.3% | -10.6% |
| 3M | -33.2% | +11.2% | -44.4% | -36.8% |
| 6M | +2.5% | -10.2% | +12.8% | +3.9% |
| YTD | +52.7% | -2.0% | +54.7% | +48.3% |
| 1Y | +194.8% | -19.1% | +213.9% | +204.7% |
| 3Y | +650.8% | +20.9% | +630.0% | +563.1% |
| 5Y | +358.4% | -17.8% | +376.2% | +363.9% |
| 10Y | +1,191.2% | +23.5% | +1,167.6% | +1,010.3% |
| All | +60,030.1% | +364.8% | +59,665.3% | +35,902.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling