+194.8%
COHR vs QQQI
+19.4%
+175.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.2% | +6.4% | +6.0% |
| 7D | +1.0% | +0.4% | +0.5% | -0.4% |
| 30D | -14.1% | +1.0% | -15.1% | -16.0% |
| 3M | -33.2% | -1.2% | -32.0% | -27.6% |
| 6M | +2.5% | +11.6% | -9.1% | -18.7% |
| YTD | +52.7% | +11.7% | +41.0% | +21.8% |
| 1Y | +194.8% | +18.7% | +176.1% | +73.8% |
| All | +194.8% | +19.4% | +175.4% | +73.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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