+393.6%
COHR vs ONTO
+261.1%
+132.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.6% | -0.4% | +1.2% |
| 7D | +8.3% | +4.9% | +3.4% | +5.1% |
| 30D | -14.1% | -16.6% | +2.5% | -2.8% |
| 3M | -16.0% | -7.3% | -8.7% | -10.4% |
| 6M | +21.5% | +45.9% | -24.5% | -0.8% |
| YTD | +65.4% | +78.2% | -12.7% | +20.1% |
| 1Y | +195.0% | +159.8% | +35.2% | +70.4% |
| 3Y | +830.2% | +123.4% | +706.7% | +428.7% |
| All | +393.6% | +261.1% | +132.5% | +91.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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