+430.8%
COHR vs LTH
+150.5%
+280.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.1% | +4.1% |
| 7D | +8.3% | -4.0% | +12.3% | +10.0% |
| 30D | -14.1% | -5.3% | -8.8% | -12.5% |
| 3M | -16.0% | +19.0% | -35.0% | -22.8% |
| 6M | +21.5% | +55.8% | -34.3% | -0.6% |
| YTD | +65.4% | +56.1% | +9.3% | +33.9% |
| 1Y | +195.0% | +41.3% | +153.8% | +147.7% |
| 3Y | +830.2% | +156.6% | +673.5% | +512.7% |
| All | +430.8% | +150.5% | +280.3% | +236.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 5y: compounded portfolio wealth divided by compounded LTH 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…
5y analysis · Full analysis span regression · 6 months rolling