+194.8%
COHR vs JCI
+37.7%
+157.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.9% | +4.7% | +3.9% |
| 7D | +1.0% | +3.8% | -2.9% | -4.3% |
| 30D | -14.1% | -5.7% | -8.5% | -6.6% |
| 3M | -33.2% | -1.4% | -31.8% | -30.7% |
| 6M | +2.5% | +4.1% | -1.6% | -0.2% |
| YTD | +52.7% | +21.7% | +31.0% | +30.1% |
| 1Y | +194.8% | +36.1% | +158.6% | +131.1% |
| All | +194.8% | +37.7% | +157.1% | +131.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 1y: compounded portfolio wealth divided by compounded JCI 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…
1y analysis · Full analysis span regression · 6 months rolling