+65,045.6%
COHR vs RJF
+48,495.2%
+16,550.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.2% |
| 7D | +8.3% | -2.7% | +11.1% | +9.5% |
| 30D | -14.1% | -4.3% | -9.9% | -12.9% |
| 3M | -16.0% | +15.7% | -31.7% | -21.6% |
| 6M | +21.5% | +17.8% | +3.7% | +12.3% |
| YTD | +65.4% | +9.2% | +56.3% | +57.2% |
| 1Y | +195.0% | +2.8% | +192.2% | +187.2% |
| 3Y | +830.2% | +69.5% | +760.7% | +656.4% |
| 5Y | +397.1% | +105.9% | +291.2% | +275.9% |
| 10Y | +1,317.7% | +424.9% | +892.8% | +663.7% |
| All | +65,045.6% | +48,495.2% | +16,550.4% | +19,311.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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