+9,502.8%
COHR vs JHX
+2,243.5%
+7,259.3%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.0% | +3.2% | +3.8% |
| 7D | +8.3% | -6.3% | +14.7% | +10.6% |
| 30D | -14.1% | -7.7% | -6.4% | -11.9% |
| 3M | -16.0% | +19.2% | -35.2% | -20.8% |
| 6M | +21.5% | +38.3% | -16.8% | +8.4% |
| YTD | +65.4% | +37.2% | +28.2% | +47.4% |
| 1Y | +195.0% | +42.3% | +152.7% | +156.8% |
| 3Y | +830.2% | -4.4% | +834.6% | +768.8% |
| 5Y | +397.1% | -26.4% | +423.5% | +397.9% |
| 10Y | +1,317.7% | +106.3% | +1,211.4% | +908.8% |
| All | +9,502.8% | +2,243.5% | +7,259.3% | +4,197.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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