+1,706.4%
COHR vs RACE
+633.7%
+1,072.7%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +1.0% |
| 7D | +13.0% | -2.6% | +15.6% | +14.5% |
| 30D | -6.7% | -1.1% | -5.6% | -6.5% |
| 3M | -14.7% | +12.5% | -27.3% | -21.2% |
| 6M | +20.3% | +17.4% | +2.9% | +7.8% |
| YTD | +64.4% | +10.1% | +54.3% | +50.0% |
| 1Y | +205.9% | -15.1% | +221.0% | +218.9% |
| 3Y | +814.1% | +38.9% | +775.2% | +568.8% |
| 5Y | +387.4% | +90.7% | +296.7% | +189.5% |
| 10Y | +1,308.9% | +801.8% | +507.1% | +322.6% |
| All | +1,706.4% | +633.7% | +1,072.7% | +439.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling