+1,298.9%
COHR vs SONY
+293.1%
+1,005.8%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.6% | +2.5% | +3.1% |
| 7D | +8.3% | -2.7% | +11.0% | +10.0% |
| 30D | -14.1% | +1.5% | -15.7% | -15.7% |
| 3M | -16.0% | +13.0% | -29.0% | -25.5% |
| 6M | +21.5% | +11.2% | +10.2% | +9.8% |
| YTD | +65.4% | -6.6% | +72.1% | +67.5% |
| 1Y | +195.0% | -18.1% | +213.1% | +227.1% |
| 3Y | +830.2% | +42.1% | +788.1% | +591.1% |
| 5Y | +397.1% | +11.0% | +386.1% | +334.8% |
| All | +1,298.9% | +293.1% | +1,005.8% | +530.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 10y: compounded portfolio wealth divided by compounded SONY 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…
10y analysis · Full analysis span regression · 6 months rolling