+194.8%
COHR vs SCHD
+30.7%
+164.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.8% | +7.4% | +6.1% |
| 7D | +1.0% | -0.3% | +1.2% | +0.8% |
| 30D | -14.1% | +3.4% | -17.6% | -13.0% |
| 3M | -33.2% | +7.6% | -40.8% | -32.0% |
| 6M | +2.5% | +12.2% | -9.6% | +2.3% |
| YTD | +52.7% | +29.0% | +23.8% | +54.2% |
| 1Y | +194.8% | +30.3% | +164.5% | +201.2% |
| All | +194.8% | +30.7% | +164.1% | +201.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHD.
Daily Out/Under-Performance
Portfolio return minus SCHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHD 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 SCHD 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