+447.3%
COHR vs QQQI
+56.6%
+390.7%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -0.7% | -12.1% | -11.0% |
| 7D | -5.4% | -1.0% | -4.4% | -2.6% |
| 30D | -18.2% | -1.7% | -16.5% | -13.8% |
| 3M | -30.8% | 0.0% | -30.8% | -27.6% |
| 6M | +9.8% | +13.0% | -3.2% | -13.7% |
| YTD | +44.4% | +10.6% | +33.8% | +21.1% |
| 1Y | +158.8% | +15.8% | +143.0% | +97.2% |
| All | +447.3% | +56.6% | +390.7% | +146.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling