+830.2%
COHR vs SOFI
+100.2%
+729.9%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.6% | +3.5% | +3.9% |
| 7D | +8.3% | -4.9% | +13.3% | +10.7% |
| 30D | -14.1% | -3.5% | -10.7% | -13.2% |
| 3M | -16.0% | +3.9% | -19.9% | -17.5% |
| 6M | +21.5% | -6.5% | +28.0% | +22.7% |
| YTD | +65.4% | -33.8% | +99.3% | +91.0% |
| 1Y | +195.0% | -33.3% | +228.3% | +231.4% |
| 3Y | +830.2% | +94.6% | +735.5% | +557.6% |
| All | +830.2% | +100.2% | +729.9% | +557.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SOFI.
Daily Out/Under-Performance
Portfolio return minus SOFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOFI 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 SOFI 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