+7,275.0%
COHR vs PBR
+1,899.4%
+5,375.6%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.8% | +5.0% | +4.4% |
| 7D | +8.3% | +5.4% | +3.0% | +7.0% |
| 30D | -14.1% | +22.9% | -37.0% | -18.5% |
| 3M | -16.0% | +19.6% | -35.6% | -20.1% |
| 6M | +21.5% | +16.5% | +5.0% | +15.7% |
| YTD | +65.4% | +86.7% | -21.2% | +40.2% |
| 1Y | +195.0% | +74.7% | +120.3% | +153.1% |
| 3Y | +830.2% | +102.6% | +727.6% | +661.7% |
| 5Y | +397.1% | +566.6% | -169.5% | +187.5% |
| 10Y | +1,317.7% | +686.1% | +631.6% | +587.6% |
| All | +7,275.0% | +1,899.4% | +5,375.6% | +2,553.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling