+393.6%
COHR vs NUE
+146.6%
+247.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.6% | +2.6% | +3.4% |
| 7D | +8.3% | -0.6% | +9.0% | +8.6% |
| 30D | -14.1% | -4.6% | -9.6% | -12.0% |
| 3M | -16.0% | -0.3% | -15.7% | -16.3% |
| 6M | +21.5% | +51.9% | -30.4% | -1.2% |
| YTD | +65.4% | +60.0% | +5.5% | +31.3% |
| 1Y | +195.0% | +82.9% | +112.1% | +119.0% |
| 3Y | +830.2% | +66.0% | +764.2% | +591.9% |
| All | +393.6% | +146.6% | +247.0% | +216.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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