+830.2%
COHR vs SGOV
+14.4%
+815.8%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.1% | +4.5% |
| 7D | +8.3% | 0.0% | +8.3% | +9.3% |
| 30D | -14.1% | +0.3% | -14.4% | -9.0% |
| 3M | -16.0% | +0.9% | -16.9% | -1.2% |
| 6M | +21.5% | +1.8% | +19.6% | +59.9% |
| YTD | +65.4% | +2.5% | +62.9% | +132.8% |
| 1Y | +195.0% | +3.8% | +191.2% | +352.6% |
| 3Y | +830.2% | +14.4% | +815.8% | +918.7% |
| All | +830.2% | +14.4% | +815.8% | +918.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling