+154.1%
COHR vs SOLS
+17.0%
+137.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.2% |
| 7D | +8.3% | -3.5% | +11.8% | +10.5% |
| 30D | -14.1% | -1.0% | -13.2% | -13.8% |
| 3M | -16.0% | -24.1% | +8.1% | -3.7% |
| 6M | +21.5% | -18.0% | +39.4% | +36.5% |
| YTD | +65.4% | +27.1% | +38.4% | +78.6% |
| All | +154.1% | +17.0% | +137.0% | +172.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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