+855.8%
COHR vs SEI
+644.4%
+211.4%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +5.1% | -0.9% | +2.6% |
| 7D | +8.3% | +22.6% | -14.2% | +1.4% |
| 30D | -14.1% | +9.1% | -23.2% | -16.6% |
| 3M | -16.0% | -11.3% | -4.7% | -12.6% |
| 6M | +21.5% | +22.0% | -0.6% | +15.5% |
| YTD | +65.4% | +47.3% | +18.2% | +48.4% |
| 1Y | +195.0% | +124.8% | +70.3% | +135.3% |
| 3Y | +830.2% | +591.3% | +238.9% | +417.7% |
| 5Y | +397.1% | +1,008.2% | -611.1% | +126.3% |
| All | +855.8% | +644.4% | +211.4% | +322.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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