+195.0%
COHR vs JCI
+36.0%
+159.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.2% | +1.9% | +1.0% |
| 7D | +8.3% | +0.7% | +7.6% | +7.4% |
| 30D | -14.1% | -4.4% | -9.7% | -7.8% |
| 3M | -16.0% | +1.7% | -17.7% | -15.6% |
| 6M | +21.5% | +8.8% | +12.7% | +12.9% |
| YTD | +65.4% | +22.6% | +42.8% | +39.6% |
| 1Y | +195.0% | +36.2% | +158.8% | +130.5% |
| All | +195.0% | +36.0% | +159.1% | +130.5% |
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