+51.6%
COHR vs MO
+45.9%
+5.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +1.4% | -7.4% | -4.7% |
| 7D | -18.6% | +6.9% | -25.5% | -13.5% |
| 30D | -41.5% | +14.9% | -56.5% | -33.5% |
| 3M | -39.7% | +16.4% | -56.2% | -29.9% |
| 6M | -40.9% | +9.6% | -50.4% | -33.2% |
| YTD | +5.7% | +41.8% | -36.1% | +40.2% |
| 1Y | +51.6% | +45.3% | +6.3% | +110.7% |
| All | +51.6% | +45.9% | +5.7% | +110.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 MO 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