+393.6%
COHR vs MSCI
-10.5%
+404.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.3% | +2.9% | +3.6% |
| 7D | +8.3% | -3.2% | +11.6% | +9.8% |
| 30D | -14.1% | -1.1% | -13.0% | -14.3% |
| 3M | -16.0% | -6.3% | -9.7% | -16.0% |
| 6M | +21.5% | +2.1% | +19.4% | +13.8% |
| YTD | +65.4% | -2.3% | +67.7% | +57.5% |
| 1Y | +195.0% | -3.9% | +198.9% | +180.9% |
| 3Y | +830.2% | +7.5% | +822.7% | +704.3% |
| All | +393.6% | -10.5% | +404.1% | +336.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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