+8,389.0%
COHR vs NDAQ
+2,261.2%
+6,127.7%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.8% |
| 7D | +13.0% | -1.6% | +14.5% | +13.5% |
| 30D | -6.7% | -1.5% | -5.2% | -6.4% |
| 3M | -14.7% | +8.0% | -22.8% | -18.4% |
| 6M | +20.3% | +7.7% | +12.5% | +14.2% |
| YTD | +64.4% | -2.3% | +66.8% | +61.3% |
| 1Y | +205.9% | +0.6% | +205.3% | +196.8% |
| 3Y | +814.1% | +90.9% | +723.2% | +606.3% |
| 5Y | +387.4% | +52.5% | +334.9% | +307.6% |
| 10Y | +1,308.9% | +380.3% | +928.6% | +706.3% |
| All | +8,389.0% | +2,261.2% | +6,127.7% | +3,423.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling