+393.6%
COHR vs OPEN
-85.2%
+478.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.5% | +4.2% |
| 7D | +8.3% | -11.4% | +19.8% | +9.9% |
| 30D | -14.1% | -20.1% | +5.9% | -11.9% |
| 3M | -16.0% | -37.6% | +21.6% | -11.4% |
| 6M | +21.5% | -47.1% | +68.5% | +30.3% |
| YTD | +65.4% | -52.1% | +117.6% | +78.0% |
| 1Y | +195.0% | -73.5% | +268.5% | +234.1% |
| 3Y | +830.2% | -24.4% | +854.5% | +649.6% |
| All | +393.6% | -85.2% | +478.8% | +301.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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