+48.4%
COHR vs SGOV
+3.4%
+45.0%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | 0.0% | +9.3% | +9.3% |
| 7D | +20.2% | +0.1% | +20.1% | +19.4% |
| 30D | -18.6% | 0.0% | -18.6% | -12.7% |
| 3M | -28.6% | +0.6% | -29.2% | +7.2% |
| 6M | -38.2% | +1.5% | -39.8% | +45.4% |
| YTD | +27.1% | +2.8% | +24.2% | +315.0% |
| 1Y | +48.4% | +3.4% | +45.0% | +405.3% |
| All | +48.4% | +3.4% | +45.0% | +405.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SGOV.
Daily Out/Under-Performance
Portfolio return minus SGOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGOV 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 SGOV 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