+527.2%
COHR vs QQQI
+57.7%
+469.5%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.9% | +3.3% | +1.8% |
| 7D | +8.3% | -0.3% | +8.7% | +9.4% |
| 30D | -14.1% | -0.3% | -13.9% | -13.2% |
| 3M | -16.0% | +1.3% | -17.4% | -15.3% |
| 6M | +21.5% | +11.5% | +10.0% | -1.6% |
| YTD | +65.4% | +11.3% | +54.2% | +36.1% |
| 1Y | +195.0% | +16.9% | +178.1% | +118.7% |
| All | +527.2% | +57.7% | +469.5% | +177.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling