+194.8%
COHR vs PBR
+70.4%
+124.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.9% | +8.5% | +6.6% |
| 7D | +1.0% | +8.6% | -7.6% | +0.7% |
| 30D | -14.1% | +12.8% | -26.9% | -14.4% |
| 3M | -33.2% | +14.7% | -47.9% | -33.6% |
| 6M | +2.5% | +25.2% | -22.6% | -2.3% |
| YTD | +52.7% | +77.1% | -24.4% | +45.5% |
| 1Y | +194.8% | +69.6% | +125.2% | +177.5% |
| All | +194.8% | +70.4% | +124.4% | +177.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 1y: compounded portfolio wealth divided by compounded PBR 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…
1y analysis · Full analysis span regression · 6 months rolling