+571.7%
COHR vs QQQM
+152.0%
+419.8%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.9% | +3.3% | +2.7% |
| 7D | +8.3% | -0.6% | +8.9% | +9.4% |
| 30D | -14.1% | -1.2% | -12.9% | -12.2% |
| 3M | -16.0% | -0.1% | -15.9% | -12.8% |
| 6M | +21.5% | +18.0% | +3.5% | -0.9% |
| YTD | +65.4% | +16.7% | +48.8% | +38.6% |
| 1Y | +195.0% | +23.0% | +172.0% | +131.7% |
| 3Y | +830.2% | +93.3% | +736.8% | +337.7% |
| 5Y | +397.1% | +96.3% | +300.8% | +134.8% |
| All | +571.7% | +152.0% | +419.8% | +138.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQM.
Daily Out/Under-Performance
Portfolio return minus QQQM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQM 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 all: compounded portfolio wealth divided by compounded QQQM 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…
all analysis · Full analysis span regression · 6 months rolling