+377.2%
COHR vs PLD
+14.9%
+362.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -2.8% |
| 7D | +10.9% | -2.8% | +13.7% | +12.8% |
| 30D | -10.8% | -3.6% | -7.1% | -8.8% |
| 3M | -17.4% | -7.1% | -10.2% | -14.5% |
| 6M | +12.5% | +0.2% | +12.2% | +10.6% |
| YTD | +58.8% | +6.9% | +51.9% | +49.3% |
| 1Y | +183.3% | +25.0% | +158.2% | +139.3% |
| 3Y | +783.0% | +20.8% | +762.3% | +644.0% |
| 5Y | +377.2% | +16.2% | +361.1% | +288.4% |
| All | +377.2% | +14.9% | +362.4% | +288.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 PLD 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