+51.6%
COHR vs ROIV
+97.8%
-46.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +6.1% | -12.1% | -8.3% |
| 7D | -18.6% | +3.0% | -21.6% | -19.6% |
| 30D | -41.5% | +6.8% | -48.4% | -43.2% |
| 3M | -39.7% | +10.5% | -50.3% | -42.7% |
| 6M | -40.9% | +34.8% | -75.7% | -47.3% |
| YTD | +5.7% | +76.2% | -70.5% | -16.6% |
| 1Y | +51.6% | +92.4% | -40.8% | +7.5% |
| All | +51.6% | +97.8% | -46.2% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling