+21.0%
COHR vs QQQI
+3.6%
+17.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.6% | +1.2% | +12.4% | +9.7% |
| 7D | -8.3% | -4.2% | -4.1% | +5.5% |
| 30D | -42.4% | -11.6% | -30.8% | -12.3% |
| 3M | -42.3% | -6.4% | -36.0% | -25.9% |
| 6M | -44.1% | -4.7% | -39.3% | -28.4% |
| YTD | +4.5% | +3.3% | +1.1% | +7.7% |
| 1Y | +21.0% | +5.0% | +16.0% | +20.4% |
| All | +21.0% | +3.6% | +17.5% | +20.4% |
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