+229,824.8%
COHR vs JBL
+43,670.5%
+186,154.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +5.0% | -0.9% | +2.8% |
| 7D | +8.3% | +2.4% | +5.9% | +7.7% |
| 30D | -14.1% | -13.1% | -1.0% | -10.5% |
| 3M | -16.0% | -15.6% | -0.4% | -10.9% |
| 6M | +21.5% | +24.6% | -3.1% | +17.5% |
| YTD | +65.4% | +39.6% | +25.8% | +56.1% |
| 1Y | +195.0% | +48.6% | +146.4% | +174.7% |
| 3Y | +830.2% | +197.3% | +632.9% | +637.7% |
| 5Y | +397.1% | +413.0% | -15.9% | +252.2% |
| 10Y | +1,317.7% | +1,543.9% | -226.2% | +698.1% |
| All | +229,824.8% | +43,670.5% | +186,154.3% | +92,936.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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