+1,298.9%
COHR vs NDAQ
+368.2%
+930.6%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.6% | +4.7% | +4.5% |
| 7D | +8.3% | -5.6% | +13.9% | +12.3% |
| 30D | -14.1% | -4.4% | -9.8% | -12.1% |
| 3M | -16.0% | +5.9% | -21.9% | -21.4% |
| 6M | +21.5% | +7.7% | +13.7% | +10.0% |
| YTD | +65.4% | -5.2% | +70.6% | +62.5% |
| 1Y | +195.0% | -3.4% | +198.4% | +185.5% |
| 3Y | +830.2% | +85.6% | +744.5% | +466.0% |
| 5Y | +397.1% | +49.5% | +347.6% | +245.2% |
| All | +1,298.9% | +368.2% | +930.6% | +362.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling