+393.6%
COHR vs PAYX
+21.7%
+371.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.5% | +3.6% | +4.1% |
| 7D | +8.3% | -4.9% | +13.2% | +9.1% |
| 30D | -14.1% | -3.8% | -10.3% | -13.9% |
| 3M | -16.0% | +17.9% | -33.9% | -21.4% |
| 6M | +21.5% | +26.1% | -4.6% | +9.2% |
| YTD | +65.4% | +6.7% | +58.7% | +59.8% |
| 1Y | +195.0% | -10.7% | +205.8% | +215.7% |
| 3Y | +830.2% | +7.0% | +823.2% | +733.4% |
| All | +393.6% | +21.7% | +371.9% | +296.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 PAYX 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