+830.2%
COHR vs SOXQ
+232.9%
+597.3%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.8% | +2.4% | +1.9% |
| 7D | +8.3% | +0.8% | +7.6% | +7.5% |
| 30D | -14.1% | -4.6% | -9.6% | -7.9% |
| 3M | -16.0% | -10.2% | -5.8% | -0.3% |
| 6M | +21.5% | +49.7% | -28.2% | -22.8% |
| YTD | +65.4% | +67.2% | -1.8% | -7.0% |
| 1Y | +195.0% | +98.0% | +97.0% | +36.9% |
| 3Y | +830.2% | +237.2% | +593.0% | +145.5% |
| All | +830.2% | +232.9% | +597.3% | +145.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling