+21.5%
COHR vs SOFI
-5.8%
+27.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.6% | +3.5% | +3.9% |
| 7D | +8.3% | -4.9% | +13.3% | +10.8% |
| 30D | -14.1% | -3.5% | -10.7% | -13.0% |
| 3M | -16.0% | +3.9% | -19.9% | -17.4% |
| 6M | +21.5% | -6.5% | +28.0% | +27.9% |
| All | +21.5% | -5.8% | +27.3% | +27.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling