+194.8%
COHR vs ROIV
+177.7%
+17.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.5% | +5.1% | +6.0% |
| 7D | +1.0% | +0.6% | +0.3% | +0.7% |
| 30D | -14.1% | +1.0% | -15.1% | -14.3% |
| 3M | -33.2% | +18.3% | -51.5% | -35.9% |
| 6M | +2.5% | +18.3% | -15.8% | -2.5% |
| YTD | +52.7% | +61.0% | -8.3% | +29.8% |
| 1Y | +194.8% | +177.9% | +16.9% | +136.4% |
| All | +194.8% | +177.7% | +17.1% | +136.4% |
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