+215,708.0%
COHR vs RCL
+4,454.2%
+211,253.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | +1.0% |
| 7D | +13.0% | -2.2% | +15.2% | +13.6% |
| 30D | -6.7% | -15.7% | +9.0% | -2.3% |
| 3M | -14.7% | -8.0% | -6.8% | -13.1% |
| 6M | +20.3% | -10.1% | +30.4% | +22.9% |
| YTD | +64.4% | -5.9% | +70.3% | +64.2% |
| 1Y | +205.9% | -23.5% | +229.4% | +220.9% |
| 3Y | +814.1% | +174.4% | +639.7% | +588.0% |
| 5Y | +387.4% | +227.1% | +160.2% | +236.2% |
| 10Y | +1,308.9% | +342.5% | +966.4% | +676.1% |
| All | +215,708.0% | +4,454.2% | +211,253.8% | +91,920.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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