+393.6%
COHR vs NDAQ
+49.0%
+344.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.6% | +4.7% | +4.5% |
| 7D | +8.3% | -5.6% | +13.9% | +11.6% |
| 30D | -14.1% | -4.4% | -9.8% | -12.4% |
| 3M | -16.0% | +5.9% | -21.9% | -20.7% |
| 6M | +21.5% | +7.7% | +13.7% | +10.8% |
| YTD | +65.4% | -5.2% | +70.6% | +64.1% |
| 1Y | +195.0% | -3.4% | +198.4% | +187.9% |
| 3Y | +830.2% | +85.6% | +744.5% | +483.5% |
| All | +393.6% | +49.0% | +344.5% | +221.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling