+1,703.7%
COHR vs MSCI
+2,664.3%
-960.6%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | 0.0% | +0.3% |
| 7D | +13.0% | -1.1% | +14.1% | +13.3% |
| 30D | -6.7% | -1.2% | -5.5% | -6.8% |
| 3M | -14.7% | -8.4% | -6.3% | -13.8% |
| 6M | +20.3% | -1.0% | +21.3% | +15.9% |
| YTD | +64.4% | -2.3% | +66.7% | +58.3% |
| 1Y | +205.9% | -1.2% | +207.0% | +190.1% |
| 3Y | +814.1% | +7.9% | +806.2% | +721.9% |
| 5Y | +387.4% | -10.1% | +397.4% | +372.4% |
| 10Y | +1,308.9% | +631.0% | +677.9% | +443.5% |
| All | +1,703.7% | +2,664.3% | -960.6% | +294.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling