+194.8%
COHR vs SOXQ
+111.3%
+83.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +3.4% | +3.2% | +2.0% |
| 7D | +1.0% | +2.3% | -1.4% | -2.2% |
| 30D | -14.1% | -2.3% | -11.9% | -9.6% |
| 3M | -33.2% | -13.8% | -19.4% | -16.2% |
| 6M | +2.5% | +48.6% | -46.1% | -38.9% |
| YTD | +52.7% | +66.0% | -13.3% | -20.4% |
| 1Y | +194.8% | +107.9% | +86.9% | +8.8% |
| All | +194.8% | +111.3% | +83.4% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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