+51.6%
COHR vs JCI
+27.0%
+24.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -6.3% | +0.3% | +3.6% |
| 7D | -18.6% | -10.7% | -7.9% | -2.8% |
| 30D | -41.5% | -10.4% | -31.1% | -29.7% |
| 3M | -39.7% | -8.3% | -31.5% | -29.3% |
| 6M | -40.9% | -2.1% | -38.7% | -35.6% |
| YTD | +5.7% | +18.4% | -12.7% | -1.7% |
| 1Y | +51.6% | +27.7% | +23.9% | +31.2% |
| All | +51.6% | +27.0% | +24.5% | +31.2% |
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