+195.0%
COHR vs SHOP
-9.3%
+204.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.7% | +2.4% | +4.1% |
| 7D | +8.3% | -11.2% | +19.6% | +8.5% |
| 30D | -14.1% | -14.4% | +0.2% | -13.9% |
| 3M | -16.0% | +16.6% | -32.6% | -17.9% |
| 6M | +21.5% | -0.6% | +22.0% | +22.1% |
| YTD | +65.4% | -20.0% | +85.4% | +81.5% |
| 1Y | +195.0% | -11.2% | +206.2% | +206.8% |
| All | +195.0% | -9.3% | +204.3% | +206.8% |
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