+51.6%
COHR vs SHOP
-6.2%
+57.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +7.3% | -13.3% | -5.6% |
| 7D | -18.6% | -9.0% | -9.5% | -18.8% |
| 30D | -41.5% | -4.4% | -37.1% | -41.4% |
| 3M | -39.7% | +24.1% | -63.8% | -38.6% |
| 6M | -40.9% | +20.0% | -60.8% | -38.5% |
| YTD | +5.7% | -4.9% | +10.6% | +17.0% |
| 1Y | +51.6% | -4.9% | +56.5% | +67.8% |
| All | +51.6% | -6.2% | +57.7% | +67.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SHOP.
Daily Out/Under-Performance
Portfolio return minus SHOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHOP 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 SHOP 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