+195.0%
COHR vs SPGI
-19.0%
+214.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.1% | +4.1% | +4.2% |
| 7D | +8.3% | -7.4% | +15.7% | +3.1% |
| 30D | -14.1% | +0.4% | -14.5% | -13.3% |
| 3M | -16.0% | +5.3% | -21.3% | -12.1% |
| 6M | +21.5% | +1.7% | +19.8% | +27.1% |
| YTD | +65.4% | -16.4% | +81.8% | +61.3% |
| 1Y | +195.0% | -20.5% | +215.5% | +197.3% |
| All | +195.0% | -19.0% | +214.1% | +197.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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