+377.2%
COHR vs RACE
+90.9%
+286.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.6% | -5.0% | -4.1% |
| 7D | +10.9% | -2.2% | +13.1% | +11.9% |
| 30D | -10.8% | -0.4% | -10.4% | -10.9% |
| 3M | -17.4% | +17.9% | -35.3% | -24.4% |
| 6M | +12.5% | +19.3% | -6.8% | +1.9% |
| YTD | +58.8% | +11.9% | +47.0% | +46.2% |
| 1Y | +183.3% | -12.7% | +196.0% | +194.8% |
| 3Y | +783.0% | +41.1% | +741.9% | +510.5% |
| 5Y | +377.2% | +94.1% | +283.2% | +155.8% |
| All | +377.2% | +90.9% | +286.3% | +155.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 5y: compounded portfolio wealth divided by compounded RACE 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…
5y analysis · Full analysis span regression · 6 months rolling